BALCX
Price
$37.11
Change
-$0.08 (-0.22%)
Updated
Aug 15 closing price
Net Assets
256.26B
SSIAX
Price
$33.12
Change
-$0.04 (-0.12%)
Updated
Aug 15 closing price
Net Assets
922.51M
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BALCX vs SSIAX

Header iconBALCX vs SSIAX Comparison
Open Charts BALCX vs SSIAXBanner chart's image
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
1919 Socially Responsive Balanced A
Price$33.12
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets922.51M
BALCX vs SSIAX Comparison Chart in %
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BALCX vs. SSIAX commentary
Aug 17, 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.

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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. SSIAX (923M). BALCX pays higher dividends than SSIAX: BALCX (1.18) vs SSIAX (0.68). BALCX was incepted earlier than SSIAX: BALCX (24 years) vs SSIAX (33 years). BALCX (1.31) is less costly to investors than SSIAX (0.95). 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 : 8.33 vs. BALCX (7.16). SSIAX return over 5 years is better than : 48.57 vs. BALCX (33.87).
BALCXSSIAXBALCX / SSIAX
Total Expense Ratio1.310.95138%
Annual Report Gross Expense Ratio1.310.95138%
Fund Existence24 years33 years-
Gain YTD9.2745.583166%
Front LoadN/A6%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets256B923M27,736%
Annual Yield % from dividends1.180.68173%
Returns for 1 year7.168.3386%
Returns for 3 years27.1231.4986%
Returns for 5 years33.8748.5770%
Returns for 10 years59.1984.0670%
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