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RLBAX vs SSIAX
RLBAX vs SSIAX Comparison
Open Charts RLBAX vs SSIAX
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
1919 Socially Responsive Balanced A
Price$32.94
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets914.54M
RLBAX vs SSIAX Comparison Chart in %
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RLBAX vs. SSIAX commentary
Jul 07, 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: 252B vs. SSIAX (915M). 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 (0.98). 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 : 8.27 vs. RLBAX (7.00). SSIAX return over 5 years is better than : 57.19 vs. RLBAX (37.04).
| RLBAX | SSIAX | RLBAX / SSIAX | |
| Total Expense Ratio | 1.31 | 0.98 | 134% |
| Annual Report Gross Expense Ratio | 1.31 | 0.98 | 134% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 7.651 | 5.009 | 153% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 915M | 27,541% |
| Annual Yield % from dividends | 1.18 | 0.68 | 173% |
| Returns for 1 year | 7.00 | 8.27 | 85% |
| Returns for 3 years | 32.45 | 41.58 | 78% |
| Returns for 5 years | 37.04 | 57.19 | 65% |
| Returns for 10 years | 58.01 | 85.44 | 68% |
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