Interact to see
Advertisement
Advertisement
RLBAX vs SVBIX
RLBAX vs SVBIX Comparison
Open Charts RLBAX vs SVBIX
American Funds American Balanced R1
Price$38.73
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
JHancock Balanced I
Price$31.87
Change+$0.16 (+0.50%)
VolumeN/A
Net Assets6.18B
RLBAX vs SVBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBAX vs. SVBIX commentary
Oct 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 Hold and SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. SVBIX (6.18B). SVBIX pays higher dividends than RLBAX: SVBIX (1.79) vs RLBAX (1.10). RLBAX was incepted earlier than SVBIX: RLBAX (23 years) vs SVBIX (24 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 : 11.98 vs. RLBAX (9.08). SVBIX return over 5 years is better than : 47.03 vs. RLBAX (38.13).
| 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 | 24 years | - |
| Gain YTD | 14.271 | 12.632 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.18B | 4,304% |
| Annual Yield % from dividends | 1.10 | 1.79 | 62% |
| Returns for 1 year | 9.08 | 11.98 | 76% |
| Returns for 3 years | 48.64 | 54.20 | 90% |
| Returns for 5 years | 38.13 | 47.03 | 81% |
| Returns for 10 years | 69.46 | 99.62 | 70% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement