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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$33.60
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
1919 Socially Responsive Balanced A
Price$30.37
Change+$0.17 (+0.56%)
VolumeN/A
Net Assets847.82M
RLBCX vs SSIAX Comparison Chart
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RLBCX vs. SSIAX commentary
Apr 28, 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: 231B vs. SSIAX (848M). RLBCX pays higher dividends than SSIAX: RLBCX (1.69) vs SSIAX (0.68). RLBCX was incepted earlier than SSIAX: RLBCX (23 years) vs SSIAX (32 years). SSIAX (0.98) is less costly to investors than RLBCX (0.89). 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 : 7.27 vs. RLBCX (4.53). SSIAX return over 5 years is better than : 57.92 vs. RLBCX (34.45).
| RLBCX | SSIAX | RLBCX / SSIAX | |
| Total Expense Ratio | 0.89 | 0.98 | 91% |
| Annual Report Gross Expense Ratio | 0.89 | 0.98 | 91% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | -1.264 | -3.366 | 38% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 848M | 27,241% |
| Annual Yield % from dividends | 1.69 | 0.68 | 249% |
| Returns for 1 year | 4.53 | 7.27 | 62% |
| Returns for 3 years | 15.59 | 25.49 | 61% |
| Returns for 5 years | 34.45 | 57.92 | 59% |
| Returns for 10 years | 44.92 | 66.14 | 68% |
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