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RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JHancock Balanced A
Price$29.19
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets5.75B
RLBAX vs SVBAX Comparison Chart
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RLBAX vs. SVBAX commentary
Feb 23, 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 RLBAX is a Hold and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. SVBAX (5.75B). RLBAX pays higher dividends than SVBAX: RLBAX (1.59) vs SVBAX (1.31). RLBAX was incepted earlier than SVBAX: RLBAX (23 years) vs SVBAX (32 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. SVBAX (62.00). RLBAX has a lower initial minimum investment than SVBAX: RLBAX (250) vs SVBAX (1000). SVBAX annual gain was more profitable for investors over the last year : 9.11 vs. RLBAX (8.36). SVBAX return over 5 years is better than : 41.23 vs. RLBAX (26.04).
| RLBAX | SVBAX | RLBAX / SVBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 2.764 | 2.134 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 5.75B | 4,211% |
| Annual Yield % from dividends | 1.59 | 1.31 | 122% |
| Returns for 1 year | 8.36 | 9.11 | 92% |
| Returns for 3 years | 15.63 | 20.73 | 75% |
| Returns for 5 years | 26.04 | 41.23 | 63% |
| Returns for 10 years | 46.53 | 68.91 | 68% |