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RLBBX vs SVBAX
RLBBX vs SVBAX Comparison
Open Charts RLBBX vs SVBAX
American Funds American Balanced R2
Price$38.34
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
JHancock Balanced A
Price$31.85
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets6.22B
RLBBX vs SVBAX Comparison Chart in %
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RLBBX vs. SVBAX 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 RLBBX is a Hold and SVBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 264B vs. SVBAX (6.22B). SVBAX pays higher dividends than RLBBX: SVBAX (1.48) vs RLBBX (1.09). RLBBX was incepted earlier than SVBAX: RLBBX (24 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 : 11.98 vs. RLBBX (7.99). SVBAX return over 5 years is better than : 43.26 vs. RLBBX (33.81).
| RLBBX | SVBAX | RLBBX / SVBAX | |
| Total Expense Ratio | 1.32 | 1.03 | 128% |
| Annual Report Gross Expense Ratio | 1.32 | 1.04 | 127% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 12.995 | 13.181 | 99% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 6.22B | 4,246% |
| Annual Yield % from dividends | 1.09 | 1.48 | 74% |
| Returns for 1 year | 7.99 | 11.98 | 67% |
| Returns for 3 years | 37.73 | 45.80 | 82% |
| Returns for 5 years | 33.81 | 43.26 | 78% |
| Returns for 10 years | 63.05 | 93.49 | 67% |
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