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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$37.31
Change+$0.41 (+1.11%)
VolumeN/A
Net Assets256.44B
1919 Socially Responsive Balanced A
Price$33.26
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets926.12M
RLBCX vs SSIAX Comparison Chart in %
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RLBCX vs. SSIAX commentary
Aug 26, 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: 256B vs. SSIAX (926M). RLBCX pays higher dividends than SSIAX: RLBCX (1.56) vs SSIAX (0.68). 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 : 8.23 vs. RLBCX (7.65). SSIAX return over 5 years is better than : 47.70 vs. RLBCX (36.74).
| 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 | 9.890 | 6.029 | 164% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 926M | 27,646% |
| Annual Yield % from dividends | 1.56 | 0.68 | 228% |
| Returns for 1 year | 7.65 | 8.23 | 93% |
| Returns for 3 years | 32.30 | 36.85 | 88% |
| Returns for 5 years | 36.74 | 47.70 | 77% |
| Returns for 10 years | 75.56 | 99.13 | 76% |
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