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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$38.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
1919 Socially Responsive Balanced A
Price$33.98
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets932.14M
RLBCX vs SSIAX Comparison Chart in %
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RLBCX vs. SSIAX commentary
Nov 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 Hold and SSIAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. SSIAX (932M). RLBCX pays higher dividends than SSIAX: RLBCX (1.46) vs SSIAX (0.72). 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 (12.00). 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 : 8.62 vs. SSIAX (7.61). SSIAX return over 5 years is better than : 45.86 vs. RLBCX (36.95).
| 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 | 13.744 | 8.207 | 167% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 932M | 28,219% |
| Annual Yield % from dividends | 1.46 | 0.72 | 203% |
| Returns for 1 year | 8.62 | 7.61 | 113% |
| Returns for 3 years | 39.76 | 47.11 | 84% |
| Returns for 5 years | 36.95 | 45.86 | 81% |
| Returns for 10 years | 67.89 | 92.76 | 73% |
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