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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$38.08
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
1919 Socially Responsive Balanced A
Price$33.80
Change-$0.15 (-0.44%)
VolumeN/A
Net Assets927.62M
RLBCX vs SSIAX Comparison Chart in %
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RLBCX vs. SSIAX commentary
Feb 05, 2026
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 Hold and SSIAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. SSIAX (928M). RLBCX pays higher dividends than SSIAX: RLBCX (1.62) vs SSIAX (0.76). RLBCX was incepted earlier than SSIAX: RLBCX (24 years) vs SSIAX (33 years). SSIAX (0.95) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. SSIAX (12.00). RLBCX has a lower initial minimum investment than SSIAX: RLBCX (250) vs SSIAX (1000). RLBCX annual gain was more profitable for investors over the last year : 10.97 vs. SSIAX (7.01). SSIAX return over 5 years is better than : 37.35 vs. RLBCX (33.82).
| RLBCX | SSIAX | RLBCX / SSIAX | |
| Total Expense Ratio | 0.89 | 0.95 | 94% |
| Annual Report Gross Expense Ratio | 0.89 | 0.95 | 94% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.445 | -1.054 | -232% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 928M | 29,095% |
| Annual Yield % from dividends | 1.62 | 0.76 | 212% |
| Returns for 1 year | 10.97 | 7.01 | 156% |
| Returns for 3 years | 35.49 | 40.31 | 88% |
| Returns for 5 years | 33.82 | 37.35 | 91% |
| Returns for 10 years | 84.49 | 124.73 | 68% |
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