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RLBFX vs SIICX
RLBFX vs SIICX Comparison
Open Charts RLBFX vs SIICX
American Funds American Balanced R5
Price$39.35
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
AlphaCentric Real Income C
Price$16.30
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets43.69M
RLBFX vs SIICX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. SIICX (43.7M). SIICX pays higher dividends than RLBFX: SIICX (5.60) vs RLBFX (2.00). RLBFX was incepted earlier than SIICX: RLBFX (23 years) vs SIICX (4 years). SIICX (3.18) is less costly to investors than RLBFX (0.29). SIICX is a more actively managed with annual turnover of: 144.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than SIICX: RLBFX (250) vs SIICX (2500). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. SIICX (0.92).
| RLBFX | SIICX | RLBFX / SIICX | |
| Total Expense Ratio | 0.29 | 2.51 | 12% |
| Annual Report Gross Expense Ratio | 0.29 | 3.18 | 9% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.890 | 2.683 | 555% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 43.7M | 608,696% |
| Annual Yield % from dividends | 2.00 | 5.60 | 36% |
| Returns for 1 year | 9.05 | 0.92 | 988% |
| Returns for 3 years | 51.85 | 33.60 | 154% |
| Returns for 5 years | 43.90 | N/A | - |
| Returns for 10 years | 78.80 | N/A | - |