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RLBAX vs SVBIX
RLBAX vs SVBIX Comparison
Open Charts RLBAX vs SVBIX
American Funds American Balanced R1
Price$36.79
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets252.99B
JHancock Balanced I
Price$30.41
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets5.93B
RLBAX vs SVBIX Comparison Chart in %
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RLBAX vs. SVBIX commentary
Aug 09, 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 SVBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 253B vs. SVBIX (5.93B). SVBIX pays higher dividends than RLBAX: SVBIX (1.83) vs RLBAX (1.17). RLBAX was incepted earlier than SVBIX: RLBAX (23 years) vs SVBIX (23 years). RLBAX (1.31) is less costly to investors than SVBIX (0.74). SVBIX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than SVBIX: RLBAX (250) vs SVBIX (250000). SVBIX annual gain was more profitable for investors over the last year : 11.28 vs. RLBAX (9.31). SVBIX return over 5 years is better than : 42.85 vs. RLBAX (32.80).
| RLBAX | SVBIX | RLBAX / SVBIX | |
| Total Expense Ratio | 1.31 | 0.73 | 179% |
| Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.447 | 7.338 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 5.93B | 4,265% |
| Annual Yield % from dividends | 1.17 | 1.83 | 64% |
| Returns for 1 year | 9.31 | 11.28 | 83% |
| Returns for 3 years | 29.22 | 35.27 | 83% |
| Returns for 5 years | 32.80 | 42.85 | 77% |
| Returns for 10 years | 57.96 | 84.89 | 68% |