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RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$38.65
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets265.73B
JHancock Balanced A
Price$31.83
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets6.18B
RLBAX vs SVBAX Comparison Chart in %
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RLBAX vs. SVBAX commentary
Oct 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 RLBAX is a Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. SVBAX (6.18B). SVBAX pays higher dividends than RLBAX: SVBAX (1.51) vs RLBAX (1.10). 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 : 11.21 vs. RLBAX (8.74). SVBAX return over 5 years is better than : 46.86 vs. RLBAX (39.17).
| 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 | 14.035 | 12.367 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.18B | 4,302% |
| Annual Yield % from dividends | 1.10 | 1.51 | 73% |
| Returns for 1 year | 8.74 | 11.21 | 78% |
| Returns for 3 years | 48.33 | 52.89 | 91% |
| Returns for 5 years | 39.17 | 46.86 | 84% |
| Returns for 10 years | 69.11 | 95.26 | 73% |
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