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RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
JHancock Balanced A
Price$31.99
Change+$0.14 (+0.44%)
VolumeN/A
Net Assets6.19B
RLBAX vs SVBAX Comparison Chart in %
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VS
RLBAX vs. SVBAX commentary
Nov 20, 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 Hold and SVBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. SVBAX (6.19B). SVBAX pays higher dividends than RLBAX: SVBAX (1.48) vs RLBAX (1.08). 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 : 11.45 vs. RLBAX (8.15). SVBAX return over 5 years is better than : 43.10 vs. RLBAX (34.46).
| 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 | 13.298 | 12.720 | 105% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.19B | 4,247% |
| Annual Yield % from dividends | 1.08 | 1.48 | 73% |
| Returns for 1 year | 8.15 | 11.45 | 71% |
| Returns for 3 years | 38.05 | 45.21 | 84% |
| Returns for 5 years | 34.46 | 43.10 | 80% |
| Returns for 10 years | 63.50 | 92.70 | 68% |
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