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RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
JHancock Balanced A
Price$29.40
Change-$0.71 (-2.36%)
VolumeN/A
CapitalizationN/A
RLBAX vs SVBAX Comparison Chart
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RLBAX vs. SVBAX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. SVBAX (5.76B). 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 : 17.26 vs. RLBAX (11.90). SVBAX return over 5 years is better than : 48.84 vs. RLBAX (28.83).
| 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 | 10.911 | 16.230 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 5.76B | 4,183% |
| Annual Yield % from dividends | 1.59 | 1.31 | 122% |
| Returns for 1 year | 11.90 | 17.26 | 69% |
| Returns for 3 years | 10.12 | 16.66 | 61% |
| Returns for 5 years | 28.83 | 48.84 | 59% |
| Returns for 10 years | 40.93 | 76.68 | 53% |
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