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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$36.59
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.9B
1919 Socially Responsive Balanced A
Price$32.62
Change-$0.13 (-0.40%)
VolumeN/A
Net Assets914.03M
RLBCX vs SSIAX Comparison Chart in %
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RLBCX vs. SSIAX commentary
Jul 12, 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: 253B vs. SSIAX (914M). RLBCX pays higher dividends than SSIAX: RLBCX (1.57) 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 : 6.92 vs. RLBCX (6.42). SSIAX return over 5 years is better than : 53.48 vs. RLBCX (38.26).
| 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 | 7.770 | 4.403 | 176% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 914M | 27,681% |
| Annual Yield % from dividends | 1.57 | 0.68 | 230% |
| Returns for 1 year | 6.42 | 6.92 | 93% |
| Returns for 3 years | 34.96 | 43.47 | 80% |
| Returns for 5 years | 38.26 | 53.48 | 72% |
| Returns for 10 years | 59.84 | 81.81 | 73% |
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