RLBAX
Price
$40.64
Change
+$0.10 (+0.25%)
Updated
Jun 2 closing price
Net Assets
278.87B
SVBCX
Price
$32.28
Change
+$0.19 (+0.59%)
Updated
Jun 2 closing price
Net Assets
6.9B
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RLBAX vs SVBCX

Header iconRLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCXBanner chart's image
RLBAX vs SVBCX Comparison Chart in %
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RLBAX vs. SVBCX commentary
Jun 04, 2026

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 SVBCX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 279B vs. SVBCX (6.9B). RLBAX pays higher dividends than SVBCX: RLBAX (1.14) vs SVBCX (0.86). RLBAX was incepted earlier than SVBCX: RLBAX (24 years) vs SVBCX (27 years). SVBCX (1.73) is less costly to investors than RLBAX (1.32). SVBCX is a more actively managed with annual turnover of: 71.00 vs. RLBAX (50.00). RLBAX has a lower initial minimum investment than SVBCX: RLBAX (250) vs SVBCX (1000). RLBAX annual gain was more profitable for investors over the last year : 16.80 vs. SVBCX (11.59). RLBAX return over 5 years is better than : 31.17 vs. SVBCX (28.65).
RLBAXSVBCXRLBAX / SVBCX
Total Expense Ratio1.321.7277%
Annual Report Gross Expense Ratio1.321.7376%
Fund Existence24 years27 years-
Gain YTD9.3549.61497%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets279B6.9B4,046%
Annual Yield % from dividends1.140.86133%
Returns for 1 year16.8011.59145%
Returns for 3 years42.2336.61115%
Returns for 5 years31.1728.65109%
Returns for 10 years77.0689.6886%
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