Ad is loading...
RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$34.57
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
1919 Socially Responsive Balanced A
Price$32.07
Change+$0.23 (+0.72%)
VolumeN/A
CapitalizationN/A
RLBCX vs SSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBCX vs. SSIAX commentary
Dec 25, 2024
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: 238B vs. SSIAX (895M). RLBCX pays higher dividends than SSIAX: RLBCX (1.98) vs SSIAX (0.50). RLBCX was incepted earlier than SSIAX: RLBCX (23 years) vs SSIAX (32 years). 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 : 18.28 vs. RLBCX (11.06). SSIAX return over 5 years is better than : 58.10 vs. RLBCX (29.35).
| RLBCX | SSIAX | RLBCX / SSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 10.609 | 17.843 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 895M | 26,592% |
| Annual Yield % from dividends | 1.98 | 0.50 | 392% |
| Returns for 1 year | 11.06 | 18.28 | 61% |
| Returns for 3 years | 9.03 | 13.10 | 69% |
| Returns for 5 years | 29.35 | 58.10 | 51% |
| Returns for 10 years | 50.44 | 57.60 | 88% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers