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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$38.32
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
1919 Socially Responsive Balanced A
Price$33.67
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets935.27M
RLBCX vs SSIAX Comparison Chart in %
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RLBCX vs. SSIAX commentary
Sep 15, 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 Buy and SSIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 262B vs. SSIAX (935M). RLBCX pays higher dividends than SSIAX: RLBCX (1.53) vs SSIAX (0.67). RLBCX was incepted earlier than SSIAX: RLBCX (23 years) vs SSIAX (33 years). SSIAX (0.95) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. SSIAX (10.00). RLBCX has a lower initial minimum investment than SSIAX: RLBCX (250) vs SSIAX (1000). RLBCX annual gain was more profitable for investors over the last year : 9.94 vs. SSIAX (8.89). SSIAX return over 5 years is better than : 51.17 vs. RLBCX (41.27).
| RLBCX | SSIAX | RLBCX / SSIAX | |
| Total Expense Ratio | 0.89 | 0.95 | 94% |
| Annual Report Gross Expense Ratio | 0.89 | 0.95 | 94% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 12.865 | 7.336 | 175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 935M | 28,021% |
| Annual Yield % from dividends | 1.53 | 0.67 | 228% |
| Returns for 1 year | 9.94 | 8.89 | 112% |
| Returns for 3 years | 40.98 | 43.72 | 94% |
| Returns for 5 years | 41.27 | 51.17 | 81% |
| Returns for 10 years | 74.56 | 95.05 | 78% |
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