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RLBBX vs SVBAX
RLBBX vs SVBAX Comparison
Open Charts RLBBX vs SVBAX
American Funds American Balanced R2
Price$37.63
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHancock Balanced A
Price$31.24
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.07B
RLBBX vs SVBAX Comparison Chart in %
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RLBBX vs. SVBAX commentary
Sep 08, 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 RLBBX is a Buy and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 258B vs. SVBAX (6.07B). SVBAX pays higher dividends than RLBBX: SVBAX (1.52) vs RLBBX (1.15). RLBBX was incepted earlier than SVBAX: RLBBX (23 years) vs SVBAX (33 years). RLBBX (1.32) is less costly to investors than SVBAX (1.04). SVBAX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than SVBAX: RLBBX (250) vs SVBAX (1000). SVBAX annual gain was more profitable for investors over the last year : 10.97 vs. RLBBX (9.11). SVBAX return over 5 years is better than : 43.41 vs. RLBBX (35.40).
| RLBBX | SVBAX | RLBBX / SVBAX | |
| Total Expense Ratio | 1.32 | 1.03 | 128% |
| Annual Report Gross Expense Ratio | 1.32 | 1.04 | 127% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 10.795 | 10.131 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.07B | 4,250% |
| Annual Yield % from dividends | 1.15 | 1.52 | 75% |
| Returns for 1 year | 9.11 | 10.97 | 83% |
| Returns for 3 years | 37.13 | 43.23 | 86% |
| Returns for 5 years | 35.40 | 43.41 | 82% |
| Returns for 10 years | 67.75 | 92.93 | 73% |
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