Interact to see
Advertisement
Advertisement
RLBAX vs SSIAX
RLBAX vs SSIAX Comparison
Open Charts RLBAX vs SSIAX
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
1919 Socially Responsive Balanced A
Price$31.90
Change-$0.30 (-0.93%)
VolumeN/A
Net Assets885.45M
RLBAX vs SSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBAX vs. SSIAX commentary
Jun 16, 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: 244B vs. SSIAX (885M). RLBAX pays higher dividends than SSIAX: RLBAX (1.23) vs SSIAX (0.65). 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 : 5.84 vs. RLBAX (4.45). SSIAX return over 5 years is better than : 56.65 vs. RLBAX (34.05).
| 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 | 4.085 | 1.503 | 272% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 885M | 27,571% |
| Annual Yield % from dividends | 1.23 | 0.65 | 189% |
| Returns for 1 year | 4.45 | 5.84 | 76% |
| Returns for 3 years | 30.02 | 43.89 | 68% |
| Returns for 5 years | 34.05 | 56.65 | 60% |
| Returns for 10 years | 51.23 | 76.85 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement