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RLBCX vs SSIAX
RLBCX vs SSIAX Comparison
Open Charts RLBCX vs SSIAX
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
1919 Socially Responsive Balanced A
Price$34.33
Change-$0.35 (-1.01%)
VolumeN/A
Net Assets955.05M
RLBCX vs SSIAX Comparison Chart in %
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RLBCX vs. SSIAX commentary
Nov 14, 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: 269B vs. SSIAX (955M). RLBCX pays higher dividends than SSIAX: RLBCX (1.46) vs SSIAX (0.72). 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). SSIAX annual gain was more profitable for investors over the last year : 8.85 vs. RLBCX (8.39). SSIAX return over 5 years is better than : 48.62 vs. RLBCX (37.74).
| 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 | 14.512 | 10.762 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 955M | 28,168% |
| Annual Yield % from dividends | 1.46 | 0.72 | 203% |
| Returns for 1 year | 8.39 | 8.85 | 95% |
| Returns for 3 years | 41.39 | 50.20 | 82% |
| Returns for 5 years | 37.74 | 48.62 | 78% |
| Returns for 10 years | 70.87 | 101.95 | 70% |
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