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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
1919 Socially Responsive Balanced A
Price$29.63
Change-$0.88 (-2.88%)
VolumeN/A
Net Assets857.65M
RLBCX vs SSIAX Comparison Chart
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RLBCX vs. SSIAX commentary
Apr 04, 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: 235B vs. SSIAX (858M). 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 : 5.69 vs. RLBCX (1.03). SSIAX return over 5 years is better than : 74.75 vs. RLBCX (44.21).
| 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 | -2.233 | -2.920 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 858M | 27,389% |
| Annual Yield % from dividends | 1.69 | 0.68 | 249% |
| Returns for 1 year | 1.03 | 5.69 | 18% |
| Returns for 3 years | 8.35 | 14.97 | 56% |
| Returns for 5 years | 44.21 | 74.75 | 59% |
| Returns for 10 years | 45.29 | 67.97 | 67% |
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