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RLBAX vs SSIAX
RLBAX vs SSIAX Comparison
Open Charts RLBAX vs SSIAX
American Funds American Balanced R1
Price$38.14
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
RLBAX vs SSIAX Comparison Chart in %
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RLBAX 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 RLBAX is a Hold and SSIAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 262B vs. SSIAX (929M). RLBAX pays higher dividends than SSIAX: RLBAX (1.15) vs SSIAX (0.67). 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 (7.63) and RLBAX (7.27) have marching annual gain over last year. SSIAX return over 5 years is better than : 52.11 vs. RLBAX (40.00).
| 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 | 12.531 | 7.145 | 175% |
| 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 | 1.15 | 0.67 | 171% |
| Returns for 1 year | 7.27 | 7.63 | 95% |
| Returns for 3 years | 48.19 | 52.90 | 91% |
| Returns for 5 years | 40.00 | 52.11 | 77% |
| Returns for 10 years | 74.51 | 100.76 | 74% |
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