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RLBAX vs SVBIX
RLBAX vs SVBIX Comparison
Open Charts RLBAX vs SVBIX
RLBAX vs SVBIX Comparison Chart in %
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RLBAX vs. SVBIX commentary
Jul 22, 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 SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 288B vs. SVBIX (6.84B). SVBIX pays higher dividends than RLBAX: SVBIX (1.70) vs RLBAX (1.11). RLBAX was incepted earlier than SVBIX: RLBAX (24 years) vs SVBIX (24 years). RLBAX (1.32) is less costly to investors than SVBIX (0.73). SVBIX is a more actively managed with annual turnover of: 71.00 vs. RLBAX (50.00). RLBAX has a lower initial minimum investment than SVBIX: RLBAX (250) vs SVBIX (250000). RLBAX annual gain was more profitable for investors over the last year : 10.32 vs. SVBIX (7.37). SVBIX return over 5 years is better than : 30.01 vs. RLBAX (28.54).
| RLBAX | SVBIX | RLBAX / SVBIX | |
| Total Expense Ratio | 1.32 | 0.72 | 183% |
| Annual Report Gross Expense Ratio | 1.32 | 0.73 | 181% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 7.422 | 9.457 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.84B | 4,212% |
| Annual Yield % from dividends | 1.11 | 1.70 | 65% |
| Returns for 1 year | 10.32 | 7.37 | 140% |
| Returns for 3 years | 35.23 | 35.30 | 100% |
| Returns for 5 years | 28.54 | 30.01 | 95% |
| Returns for 10 years | 71.16 | 97.92 | 73% |
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