Interact to see
Advertisement
Advertisement
RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
JHancock Balanced A
Price$29.48
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.79B
RLBAX vs SVBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBAX vs. SVBAX commentary
Jun 14, 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: 247B vs. SVBAX (5.79B). SVBAX pays higher dividends than RLBAX: SVBAX (1.56) vs RLBAX (1.23). 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 : 5.67 vs. RLBAX (4.45). SVBAX return over 5 years is better than : 47.29 vs. RLBAX (34.05).
| 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 | 4.085 | 4.265 | 96% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 5.79B | 4,264% |
| Annual Yield % from dividends | 1.23 | 1.56 | 79% |
| Returns for 1 year | 4.45 | 5.67 | 78% |
| Returns for 3 years | 30.02 | 38.15 | 79% |
| Returns for 5 years | 34.05 | 47.29 | 72% |
| Returns for 10 years | 51.23 | 73.91 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GAGAX | 33.59 | N/A | N/A |
| Gabelli Global Rising Income and Div A | |||
| LMGEX | 20.33 | N/A | N/A |
| Franklin International Equity C | |||
| EIUTX | 16.31 | N/A | N/A |
| Eaton Vance Dividend Builder I | |||
| NGRDX | 30.44 | N/A | N/A |
| Neuberger Berman Large Cap Growth R6 | |||
| RIIEX | 42.19 | -0.42 | -0.99% |
| American Funds Intl Gr and Inc R2E | |||