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BALCX vs SSIAX
BALCX vs SSIAX Comparison
Open Charts BALCX vs SSIAX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
1919 Socially Responsive Balanced A
Price$31.90
Change-$0.30 (-0.93%)
VolumeN/A
Net Assets885.45M
BALCX vs SSIAX Comparison Chart
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BALCX vs. SSIAX commentary
Jun 16, 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 BALCX is a Buy and SSIAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. SSIAX (885M). BALCX pays higher dividends than SSIAX: BALCX (1.24) vs SSIAX (0.65). BALCX was incepted earlier than SSIAX: BALCX (24 years) vs SSIAX (33 years). BALCX (1.31) is less costly to investors than SSIAX (0.98). BALCX is a more actively managed with annual turnover of: 44.00 vs. SSIAX (10.00). BALCX has a lower initial minimum investment than SSIAX: BALCX (250) vs SSIAX (1000). SSIAX annual gain was more profitable for investors over the last year : 5.84 vs. BALCX (4.49). SSIAX return over 5 years is better than : 56.65 vs. BALCX (34.15).
| BALCX | SSIAX | BALCX / SSIAX | |
| Total Expense Ratio | 1.31 | 0.98 | 134% |
| Annual Report Gross Expense Ratio | 1.31 | 0.98 | 134% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 4.121 | 1.503 | 274% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 885M | 27,571% |
| Annual Yield % from dividends | 1.24 | 0.65 | 191% |
| Returns for 1 year | 4.49 | 5.84 | 77% |
| Returns for 3 years | 30.13 | 43.89 | 69% |
| Returns for 5 years | 34.15 | 56.65 | 60% |
| Returns for 10 years | 51.38 | 76.85 | 67% |
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