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RLBBX vs SVBIX
RLBBX vs SVBIX Comparison
Open Charts RLBBX vs SVBIX
American Funds American Balanced R2
Price$32.84
Change+$0.36 (+1.11%)
VolumeN/A
Net Assets223.62B
JHancock Balanced I
Price$27.01
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets5.26B
RLBBX vs SVBIX Comparison Chart
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RLBBX vs. SVBIX commentary
Apr 12, 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 SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 224B vs. SVBIX (5.26B). SVBIX pays higher dividends than RLBBX: SVBIX (1.93) vs RLBBX (1.27). RLBBX was incepted earlier than SVBIX: RLBBX (23 years) vs SVBIX (23 years). RLBBX (1.33) is less costly to investors than SVBIX (0.74). RLBBX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (67.00). RLBBX has a lower initial minimum investment than SVBIX: RLBBX (250) vs SVBIX (250000). RLBBX annual gain was more profitable for investors over the last year : 0.14 vs. SVBIX (-2.07). SVBIX return over 5 years is better than : 43.89 vs. RLBBX (31.18).
| RLBBX | SVBIX | RLBBX / SVBIX | |
| Total Expense Ratio | 1.33 | 0.73 | 182% |
| Annual Report Gross Expense Ratio | 1.33 | 0.74 | 180% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -3.431 | -6.096 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 5.26B | 4,261% |
| Annual Yield % from dividends | 1.27 | 1.93 | 66% |
| Returns for 1 year | 0.14 | -2.07 | -7% |
| Returns for 3 years | 8.44 | 12.16 | 69% |
| Returns for 5 years | 31.18 | 43.89 | 71% |
| Returns for 10 years | 39.68 | 58.49 | 68% |
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