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RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
JHancock Balanced A
Price$30.71
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets6B
RLBAX vs SVBAX Comparison Chart in %
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RLBAX vs. SVBAX commentary
Aug 16, 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 Buy and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. SVBAX (6B). SVBAX pays higher dividends than RLBAX: SVBAX (1.55) vs RLBAX (1.17). RLBAX was incepted earlier than SVBAX: RLBAX (23 years) vs SVBAX (33 years). RLBAX (1.31) is less costly to investors than SVBAX (1.04). SVBAX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). 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 : 9.22 vs. RLBAX (7.15). SVBAX return over 5 years is better than : 43.06 vs. RLBAX (33.77).
| RLBAX | SVBAX | RLBAX / SVBAX | |
| Total Expense Ratio | 1.31 | 1.03 | 127% |
| Annual Report Gross Expense Ratio | 1.31 | 1.04 | 126% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 9.243 | 8.439 | 110% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 6B | 4,267% |
| Annual Yield % from dividends | 1.17 | 1.55 | 76% |
| Returns for 1 year | 7.15 | 9.22 | 78% |
| Returns for 3 years | 27.06 | 31.76 | 85% |
| Returns for 5 years | 33.77 | 43.06 | 78% |
| Returns for 10 years | 59.12 | 83.00 | 71% |
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