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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
1919 Socially Responsive Balanced A
Price$31.91
Change-$0.36 (-1.12%)
VolumeN/A
Net Assets898.73M
RLBCX vs SSIAX Comparison Chart
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RLBCX vs. SSIAX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RLBCX is a Hold and SSIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. SSIAX (899M). RLBCX pays higher dividends than SSIAX: RLBCX (1.98) vs SSIAX (0.50). RLBCX was incepted earlier than SSIAX: RLBCX (23 years) vs SSIAX (32 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. SSIAX (10.00). RLBCX has a lower initial minimum investment than SSIAX: RLBCX (250) vs SSIAX (1000). SSIAX annual gain was more profitable for investors over the last year : 11.90 vs. RLBCX (8.85). SSIAX return over 5 years is better than : 52.00 vs. RLBCX (28.37).
| RLBCX | SSIAX | RLBCX / SSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 2.844 | 1.269 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 899M | 26,919% |
| Annual Yield % from dividends | 1.98 | 0.50 | 392% |
| Returns for 1 year | 8.85 | 11.90 | 74% |
| Returns for 3 years | 16.79 | 24.80 | 68% |
| Returns for 5 years | 28.37 | 52.00 | 55% |
| Returns for 10 years | 50.06 | 73.84 | 68% |
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