Interact to see
Advertisement
Advertisement
RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
JHancock Balanced A
Price$31.24
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.07B
RLBAX vs SVBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBAX vs. SVBAX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. SVBAX (6.07B). SVBAX pays higher dividends than RLBAX: SVBAX (1.52) vs RLBAX (1.15). 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 : 10.97 vs. RLBAX (9.12). SVBAX return over 5 years is better than : 43.41 vs. RLBAX (35.40).
| 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 | 10.805 | 10.131 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.07B | 4,267% |
| Annual Yield % from dividends | 1.15 | 1.52 | 76% |
| Returns for 1 year | 9.12 | 10.97 | 83% |
| Returns for 3 years | 37.15 | 43.23 | 86% |
| Returns for 5 years | 35.40 | 43.41 | 82% |
| Returns for 10 years | 67.71 | 92.93 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers