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RLBBX vs SVBIX
RLBBX vs SVBIX Comparison
Open Charts RLBBX vs SVBIX
American Funds American Balanced R2
Price$38.34
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
JHancock Balanced I
Price$31.82
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets6.22B
RLBBX vs SVBIX Comparison Chart in %
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RLBBX vs. SVBIX 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 SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 264B vs. SVBIX (6.22B). SVBIX pays higher dividends than RLBBX: SVBIX (1.75) vs RLBBX (1.09). RLBBX was incepted earlier than SVBIX: RLBBX (24 years) vs SVBIX (24 years). RLBBX (1.32) is less costly to investors than SVBIX (0.74). SVBIX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than SVBIX: RLBBX (250) vs SVBIX (250000). SVBIX annual gain was more profitable for investors over the last year : 12.29 vs. RLBBX (7.99). SVBIX return over 5 years is better than : 45.08 vs. RLBBX (33.81).
| RLBBX | SVBIX | RLBBX / SVBIX | |
| Total Expense Ratio | 1.32 | 0.73 | 181% |
| Annual Report Gross Expense Ratio | 1.32 | 0.74 | 178% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 12.995 | 13.485 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 6.22B | 4,246% |
| Annual Yield % from dividends | 1.09 | 1.75 | 62% |
| Returns for 1 year | 7.99 | 12.29 | 65% |
| Returns for 3 years | 37.73 | 47.03 | 80% |
| Returns for 5 years | 33.81 | 45.08 | 75% |
| Returns for 10 years | 63.05 | 97.87 | 64% |
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