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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$38.26
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
1919 Socially Responsive Balanced A
Price$33.61
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets928.95M
RLBCX vs SSIAX Comparison Chart in %
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RLBCX 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 RLBCX is a Hold and SSIAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 262B vs. SSIAX (929M). RLBCX pays higher dividends than SSIAX: RLBCX (1.53) vs SSIAX (0.67). 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 (7.77) and SSIAX (7.63) have marching annual gain over last year. SSIAX return over 5 years is better than : 52.11 vs. RLBCX (42.60).
| 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 | 12.918 | 7.145 | 181% |
| 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 | 1.53 | 0.67 | 228% |
| Returns for 1 year | 7.77 | 7.63 | 102% |
| Returns for 3 years | 50.08 | 52.90 | 95% |
| Returns for 5 years | 42.60 | 52.11 | 82% |
| Returns for 10 years | 79.23 | 100.76 | 79% |
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