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RLBAX vs SVBIX
RLBAX vs SVBIX Comparison
Open Charts RLBAX vs SVBIX
American Funds American Balanced R1
Price$38.29
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
JHancock Balanced I
Price$31.82
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets6.22B
RLBAX vs SVBIX Comparison Chart in %
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RLBAX vs. SVBIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 264B vs. SVBIX (6.22B). SVBIX pays higher dividends than RLBAX: SVBIX (1.75) vs RLBAX (1.08). 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 : 12.29 vs. RLBAX (7.96). SVBIX return over 5 years is better than : 45.08 vs. RLBAX (33.76).
| 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 | 12.973 | 13.485 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 6.22B | 4,246% |
| Annual Yield % from dividends | 1.08 | 1.75 | 62% |
| Returns for 1 year | 7.96 | 12.29 | 65% |
| Returns for 3 years | 37.66 | 47.03 | 80% |
| Returns for 5 years | 33.76 | 45.08 | 75% |
| Returns for 10 years | 63.03 | 97.87 | 64% |
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