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RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$34.51
Change-$0.39 (-1.12%)
VolumeN/A
Net Assets240.4B
JHancock Balanced A
Price$28.75
Change-$0.28 (-0.96%)
VolumeN/A
Net Assets5.68B
RLBAX vs SVBAX Comparison Chart
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RLBAX vs. SVBAX commentary
May 22, 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: 240B vs. SVBAX (5.68B). SVBAX pays higher dividends than RLBAX: SVBAX (1.62) vs RLBAX (1.28). 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 : 4.13 vs. RLBAX (3.49). SVBAX return over 5 years is better than : 47.16 vs. RLBAX (33.66).
| 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 | 1.597 | 1.878 | 85% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 5.68B | 4,228% |
| Annual Yield % from dividends | 1.28 | 1.62 | 79% |
| Returns for 1 year | 3.49 | 4.13 | 84% |
| Returns for 3 years | 21.25 | 30.38 | 70% |
| Returns for 5 years | 33.66 | 47.16 | 71% |
| Returns for 10 years | 45.97 | 67.38 | 68% |
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