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RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$39.04
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets268.39B
JHancock Balanced A
Price$32.03
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets6.24B
RLBAX vs SVBAX Comparison Chart in %
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RLBAX vs. SVBAX commentary
Oct 27, 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: 268B vs. SVBAX (6.24B). 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 : 12.74 vs. RLBAX (10.11). SVBAX return over 5 years is better than : 46.57 vs. RLBAX (39.90).
| 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 | 15.186 | 13.357 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 6.24B | 4,294% |
| Annual Yield % from dividends | 1.10 | 1.51 | 73% |
| Returns for 1 year | 10.11 | 12.74 | 79% |
| Returns for 3 years | 45.77 | 49.88 | 92% |
| Returns for 5 years | 39.90 | 46.57 | 86% |
| Returns for 10 years | 67.03 | 94.42 | 71% |
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