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RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$33.03
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.57B
JHancock Balanced A
Price$27.19
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets5.35B
RLBAX vs SVBAX Comparison Chart
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RLBAX vs. SVBAX commentary
Apr 16, 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: 228B vs. SVBAX (5.35B). SVBAX pays higher dividends than RLBAX: SVBAX (1.62) vs RLBAX (1.27). RLBAX was incepted earlier than SVBAX: RLBAX (23 years) vs SVBAX (33 years). RLBAX (1.33) is less costly to investors than SVBAX (1.04). RLBAX is a more actively managed with annual turnover of: 171.00 vs. SVBAX (67.00). RLBAX has a lower initial minimum investment than SVBAX: RLBAX (250) vs SVBAX (1000). RLBAX annual gain was more profitable for investors over the last year : 2.79 vs. SVBAX (1.32). SVBAX return over 5 years is better than : 42.42 vs. RLBAX (30.99).
| RLBAX | SVBAX | RLBAX / SVBAX | |
| Total Expense Ratio | 1.33 | 1.03 | 129% |
| Annual Report Gross Expense Ratio | 1.33 | 1.04 | 128% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -2.760 | -4.474 | 62% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 5.35B | 4,261% |
| Annual Yield % from dividends | 1.27 | 1.62 | 78% |
| Returns for 1 year | 2.79 | 1.32 | 211% |
| Returns for 3 years | 9.29 | 13.70 | 68% |
| Returns for 5 years | 30.99 | 42.42 | 73% |
| Returns for 10 years | 40.95 | 58.50 | 70% |
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