Ad is loading...
RLBBX vs SVBIX
RLBBX vs SVBIX Comparison
Open Charts RLBBX vs SVBIX
American Funds American Balanced R2
Price$35.85
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
JHancock Balanced I
Price$29.23
Change-$0.03 (-0.10%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
RLBBX vs SVBIX Comparison Chart
Loading...
RLBBX vs. SVBIX commentary
Sep 21, 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 StrongBuy and SVBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. SVBIX (5.55B). RLBBX (1.58) and SVBIX (1.57) have matching dividends . RLBBX was incepted earlier than SVBIX: RLBBX (22 years) vs SVBIX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (62.00). RLBBX has a lower initial minimum investment than SVBIX: RLBBX (250) vs SVBIX (250000). RLBBX (23.47) and SVBIX (23.13) have marching annual gain over last year. SVBIX return over 5 years is better than : 50.10 vs. RLBBX (34.96).
| RLBBX | SVBIX | RLBBX / SVBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 13.408 | 12.673 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 5.55B | 4,252% |
| Annual Yield % from dividends | 1.58 | 1.57 | 101% |
| Returns for 1 year | 23.47 | 23.13 | 101% |
| Returns for 3 years | 12.98 | 13.87 | 94% |
| Returns for 5 years | 34.96 | 50.10 | 70% |
| Returns for 10 years | 47.94 | 73.02 | 66% |
View a ticker or compare two or three
VS
VS
Ad is loading...