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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
1919 Socially Responsive Balanced A
Price$32.94
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets914.54M
RLBCX vs SSIAX Comparison Chart in %
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RLBCX 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 RLBCX is a Buy and SSIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. SSIAX (915M). RLBCX pays higher dividends than SSIAX: RLBCX (1.57) vs SSIAX (0.68). RLBCX was incepted earlier than SSIAX: RLBCX (23 years) vs SSIAX (33 years). SSIAX (0.98) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. SSIAX (10.00). RLBCX has a lower initial minimum investment than SSIAX: RLBCX (250) vs SSIAX (1000). SSIAX annual gain was more profitable for investors over the last year : 8.27 vs. RLBCX (7.52). SSIAX return over 5 years is better than : 57.19 vs. RLBCX (39.59).
| RLBCX | SSIAX | RLBCX / SSIAX | |
| Total Expense Ratio | 0.89 | 0.98 | 91% |
| Annual Report Gross Expense Ratio | 0.89 | 0.98 | 91% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 7.917 | 5.009 | 158% |
| 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 | 1.57 | 0.68 | 230% |
| Returns for 1 year | 7.52 | 8.27 | 91% |
| Returns for 3 years | 34.01 | 41.58 | 82% |
| Returns for 5 years | 39.59 | 57.19 | 69% |
| Returns for 10 years | 62.14 | 85.44 | 73% |
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