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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$36.51
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets252.98B
1919 Socially Responsive Balanced A
Price$32.55
Change-$0.28 (-0.85%)
VolumeN/A
Net Assets915.76M
RLBCX vs SSIAX Comparison Chart in %
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RLBCX vs. SSIAX commentary
Aug 02, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 253B vs. SSIAX (916M). 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 : 8.73 vs. RLBCX (7.14). SSIAX return over 5 years is better than : 50.25 vs. RLBCX (35.49).
| 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 | 7.534 | 4.658 | 162% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 916M | 27,620% |
| Annual Yield % from dividends | 1.56 | 0.68 | 228% |
| Returns for 1 year | 7.14 | 8.73 | 82% |
| Returns for 3 years | 29.81 | 35.25 | 85% |
| Returns for 5 years | 35.49 | 50.25 | 71% |
| Returns for 10 years | 59.49 | 82.15 | 72% |
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