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RLBEX vs SSIAX
RLBEX vs SSIAX Comparison
Open Charts RLBEX vs SSIAX
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
1919 Socially Responsive Balanced A
Price$32.94
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets914.54M
RLBEX vs SSIAX Comparison Chart in %
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RLBEX vs. SSIAX commentary
Jul 07, 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 RLBEX is a Buy and SSIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. SSIAX (915M). RLBEX pays higher dividends than SSIAX: RLBEX (1.83) vs SSIAX (0.68). RLBEX was incepted earlier than SSIAX: RLBEX (23 years) vs SSIAX (33 years). SSIAX (0.98) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. SSIAX (10.00). RLBEX has a lower initial minimum investment than SSIAX: RLBEX (250) vs SSIAX (1000). SSIAX annual gain was more profitable for investors over the last year : 8.27 vs. RLBEX (7.86). SSIAX return over 5 years is better than : 57.19 vs. RLBEX (41.38).
| RLBEX | SSIAX | RLBEX / SSIAX | |
| Total Expense Ratio | 0.59 | 0.98 | 60% |
| Annual Report Gross Expense Ratio | 0.59 | 0.98 | 60% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 8.064 | 5.009 | 161% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 915M | 27,541% |
| Annual Yield % from dividends | 1.83 | 0.68 | 268% |
| Returns for 1 year | 7.86 | 8.27 | 95% |
| Returns for 3 years | 35.05 | 41.58 | 84% |
| Returns for 5 years | 41.38 | 57.19 | 72% |
| Returns for 10 years | 67.17 | 85.44 | 79% |
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