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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
1919 Socially Responsive Balanced A
Price$33.81
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets931.64M
RLBCX vs SSIAX Comparison Chart in %
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RLBCX vs. SSIAX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. SSIAX (932M). RLBCX pays higher dividends than SSIAX: RLBCX (1.49) vs SSIAX (0.74). RLBCX was incepted earlier than SSIAX: RLBCX (23 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 (10.00). 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 : 8.34 vs. SSIAX (7.56). SSIAX return over 5 years is better than : 46.12 vs. RLBCX (40.24).
| RLBCX | SSIAX | RLBCX / SSIAX | |
| Total Expense Ratio | 0.89 | 0.95 | 94% |
| Annual Report Gross Expense Ratio | 0.89 | 0.95 | 94% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 14.364 | 7.983 | 180% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 932M | 28,433% |
| Annual Yield % from dividends | 1.49 | 0.74 | 201% |
| Returns for 1 year | 8.34 | 7.56 | 110% |
| Returns for 3 years | 49.26 | 52.60 | 94% |
| Returns for 5 years | 40.24 | 46.12 | 87% |
| Returns for 10 years | 72.18 | 94.49 | 76% |
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