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RLBAX vs SSIAX
RLBAX vs SSIAX Comparison
Open Charts RLBAX vs SSIAX
American Funds American Balanced R1
Price$37.06
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
RLBAX vs SSIAX Comparison Chart in %
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RLBAX 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 RLBAX is a Buy and SSIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. SSIAX (923M). RLBAX pays higher dividends than SSIAX: RLBAX (1.17) 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 : 8.33 vs. RLBAX (7.15). SSIAX return over 5 years is better than : 48.57 vs. RLBAX (33.77).
| 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 | 9.243 | 5.583 | 166% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 923M | 27,736% |
| Annual Yield % from dividends | 1.17 | 0.68 | 172% |
| Returns for 1 year | 7.15 | 8.33 | 86% |
| Returns for 3 years | 27.06 | 31.49 | 86% |
| Returns for 5 years | 33.77 | 48.57 | 70% |
| Returns for 10 years | 59.12 | 84.06 | 70% |
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