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RLBBX vs SVBAX
RLBBX vs SVBAX Comparison
Open Charts RLBBX vs SVBAX
RLBBX vs SVBAX Comparison Chart in %
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RLBBX vs. SVBAX commentary
Jun 03, 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 RLBBX is a Hold and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 279B vs. SVBAX (6.9B). SVBAX pays higher dividends than RLBBX: SVBAX (1.46) vs RLBBX (1.14). RLBBX was incepted earlier than SVBAX: RLBBX (24 years) vs SVBAX (34 years). RLBBX (1.33) is less costly to investors than SVBAX (1.03). SVBAX is a more actively managed with annual turnover of: 71.00 vs. RLBBX (50.00). RLBBX has a lower initial minimum investment than SVBAX: RLBBX (250) vs SVBAX (1000). RLBBX annual gain was more profitable for investors over the last year : 16.79 vs. SVBAX (12.44). SVBAX (32.68) and RLBBX (31.16) have equivalent 5 years return.
| RLBBX | SVBAX | RLBBX / SVBAX | |
| Total Expense Ratio | 1.33 | 1.02 | 130% |
| Annual Report Gross Expense Ratio | 1.33 | 1.03 | 129% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 9.338 | 9.966 | 94% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 6.9B | 4,046% |
| Annual Yield % from dividends | 1.14 | 1.46 | 78% |
| Returns for 1 year | 16.79 | 12.44 | 135% |
| Returns for 3 years | 42.22 | 39.56 | 107% |
| Returns for 5 years | 31.16 | 32.68 | 95% |
| Returns for 10 years | 77.02 | 100.56 | 77% |
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