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RLBAX vs SSIAX
RLBAX vs SSIAX Comparison
Open Charts RLBAX vs SSIAX
American Funds American Balanced R1
Price$36.83
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
1919 Socially Responsive Balanced A
Price$33.13
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets924.75M
RLBAX vs SSIAX Comparison Chart in %
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RLBAX vs. SSIAX commentary
Jul 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 RLBAX is a Buy and SSIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. SSIAX (925M). RLBAX pays higher dividends than SSIAX: RLBAX (1.18) vs SSIAX (0.68). RLBAX was incepted earlier than SSIAX: RLBAX (23 years) vs SSIAX (33 years). RLBAX (1.31) is less costly to investors than SSIAX (0.95). RLBAX is a more actively managed with annual turnover of: 44.00 vs. SSIAX (10.00). RLBAX has a lower initial minimum investment than SSIAX: RLBAX (250) vs SSIAX (1000). SSIAX annual gain was more profitable for investors over the last year : 10.67 vs. RLBAX (9.42). SSIAX return over 5 years is better than : 54.34 vs. RLBAX (35.28).
| RLBAX | SSIAX | RLBAX / SSIAX | |
| Total Expense Ratio | 1.31 | 0.95 | 138% |
| Annual Report Gross Expense Ratio | 1.31 | 0.95 | 138% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 8.565 | 5.615 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 925M | 27,459% |
| Annual Yield % from dividends | 1.18 | 0.68 | 173% |
| Returns for 1 year | 9.42 | 10.67 | 88% |
| Returns for 3 years | 32.14 | 41.59 | 77% |
| Returns for 5 years | 35.28 | 54.34 | 65% |
| Returns for 10 years | 58.06 | 84.01 | 69% |
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