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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$39.57
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
1919 Socially Responsive Balanced A
Price$34.55
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets949.13M
RLBCX vs SSIAX Comparison Chart in %
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RLBCX vs. SSIAX commentary
Dec 04, 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 StrongBuy and SSIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. SSIAX (949M). RLBCX pays higher dividends than SSIAX: RLBCX (1.44) vs SSIAX (0.72). 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 (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 : 8.93 vs. SSIAX (7.84). SSIAX return over 5 years is better than : 46.25 vs. RLBCX (37.26).
| 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 | 16.253 | 10.283 | 158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 949M | 28,346% |
| Annual Yield % from dividends | 1.44 | 0.72 | 201% |
| Returns for 1 year | 8.93 | 7.84 | 114% |
| Returns for 3 years | 39.00 | 46.62 | 84% |
| Returns for 5 years | 37.26 | 46.25 | 81% |
| Returns for 10 years | 71.11 | 96.46 | 74% |
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