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RLBBX vs SVBAX
RLBBX vs SVBAX Comparison
Open Charts RLBBX vs SVBAX
American Funds American Balanced R2
Price$33.98
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
JHancock Balanced A
Price$29.40
Change-$0.71 (-2.36%)
VolumeN/A
CapitalizationN/A
RLBBX vs SVBAX Comparison Chart
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RLBBX vs. SVBAX commentary
Dec 19, 2024
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 Hold and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. SVBAX (5.76B). RLBBX pays higher dividends than SVBAX: RLBBX (1.58) vs SVBAX (1.31). RLBBX was incepted earlier than SVBAX: RLBBX (23 years) vs SVBAX (32 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. SVBAX (62.00). 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 : 17.26 vs. RLBBX (11.88). SVBAX return over 5 years is better than : 48.84 vs. RLBBX (28.86).
| RLBBX | SVBAX | RLBBX / SVBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 10.930 | 16.230 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 5.76B | 4,183% |
| Annual Yield % from dividends | 1.58 | 1.31 | 121% |
| Returns for 1 year | 11.88 | 17.26 | 69% |
| Returns for 3 years | 10.16 | 16.66 | 61% |
| Returns for 5 years | 28.86 | 48.84 | 59% |
| Returns for 10 years | 40.94 | 76.68 | 53% |