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BALCX vs SSIAX
BALCX vs SSIAX Comparison
Open Charts BALCX vs SSIAX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
1919 Socially Responsive Balanced A
Price$33.61
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets928.95M
BALCX vs SSIAX Comparison Chart in %
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BALCX vs. SSIAX commentary
Sep 27, 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 Hold and SSIAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. SSIAX (929M). BALCX pays higher dividends than SSIAX: BALCX (1.16) vs SSIAX (0.67). BALCX was incepted earlier than SSIAX: BALCX (25 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 : 7.63 vs. BALCX (7.00). SSIAX return over 5 years is better than : 52.11 vs. BALCX (39.74).
| BALCX | SSIAX | BALCX / SSIAX | |
| Total Expense Ratio | 1.31 | 0.95 | 138% |
| Annual Report Gross Expense Ratio | 1.31 | 0.95 | 138% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 12.273 | 7.145 | 172% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 929M | 28,202% |
| Annual Yield % from dividends | 1.16 | 0.67 | 173% |
| Returns for 1 year | 7.00 | 7.63 | 92% |
| Returns for 3 years | 47.86 | 52.90 | 90% |
| Returns for 5 years | 39.74 | 52.11 | 76% |
| Returns for 10 years | 74.21 | 100.76 | 74% |
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