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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$35.44
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets244.53B
1919 Socially Responsive Balanced A
Price$31.93
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets885.74M
RLBCX vs SSIAX Comparison Chart in %
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RLBCX vs. SSIAX commentary
Jun 20, 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: 245B vs. SSIAX (886M). RLBCX pays higher dividends than SSIAX: RLBCX (1.63) vs SSIAX (0.65). 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). SSIAX annual gain was more profitable for investors over the last year : 5.04 vs. RLBCX (4.09). SSIAX return over 5 years is better than : 53.97 vs. RLBCX (35.80).
| 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 | 4.383 | 1.598 | 274% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 886M | 27,652% |
| Annual Yield % from dividends | 1.63 | 0.65 | 252% |
| Returns for 1 year | 4.09 | 5.04 | 81% |
| Returns for 3 years | 33.16 | 44.21 | 75% |
| Returns for 5 years | 35.80 | 53.97 | 66% |
| Returns for 10 years | 54.69 | 76.26 | 72% |
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