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RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
JHancock Balanced A
Price$29.24
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets5.74B
RLBAX vs SVBAX Comparison Chart
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RLBAX vs. SVBAX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 240B vs. SVBAX (5.74B). 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 : 13.95 vs. RLBAX (11.41). SVBAX return over 5 years is better than : 41.99 vs. RLBAX (25.82).
| 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 | 1.911 | 2.309 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 5.74B | 4,182% |
| Annual Yield % from dividends | 1.59 | 1.31 | 122% |
| Returns for 1 year | 11.41 | 13.95 | 82% |
| Returns for 3 years | 10.53 | 15.55 | 68% |
| Returns for 5 years | 25.82 | 41.99 | 62% |
| Returns for 10 years | 49.89 | 74.27 | 67% |