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RLBBX vs SVBAX
RLBBX vs SVBAX Comparison
Open Charts RLBBX vs SVBAX
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced A
Price$30.71
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets6B
RLBBX vs SVBAX Comparison Chart in %
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RLBBX vs. SVBAX commentary
Aug 16, 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: 256B vs. SVBAX (6B). SVBAX pays higher dividends than RLBBX: SVBAX (1.55) vs RLBBX (1.16). 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 : 9.22 vs. RLBBX (7.14). SVBAX return over 5 years is better than : 43.06 vs. RLBBX (33.77).
| 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 | 9.234 | 8.439 | 109% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 6B | 4,267% |
| Annual Yield % from dividends | 1.16 | 1.55 | 75% |
| Returns for 1 year | 7.14 | 9.22 | 77% |
| Returns for 3 years | 27.06 | 31.76 | 85% |
| Returns for 5 years | 33.77 | 43.06 | 78% |
| Returns for 10 years | 59.09 | 83.00 | 71% |
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