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RLBBX vs SVBIX
RLBBX vs SVBIX Comparison
Open Charts RLBBX vs SVBIX
American Funds American Balanced R2
Price$36.31
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
JHancock Balanced I
Price$29.26
Change-$0.01 (-0.03%)
VolumeN/A
CapitalizationN/A
RLBBX vs SVBIX Comparison Chart
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RLBBX vs. SVBIX commentary
Nov 14, 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: 240B vs. SVBIX (5.59B). RLBBX (1.58) and SVBIX (1.57) have matching dividends . RLBBX was incepted earlier than SVBIX: RLBBX (23 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 annual gain was more profitable for investors over the last year : 21.72 vs. SVBIX (19.99). SVBIX return over 5 years is better than : 47.98 vs. RLBBX (32.69).
| RLBBX | SVBIX | RLBBX / SVBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 14.864 | 13.328 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 5.59B | 4,292% |
| Annual Yield % from dividends | 1.58 | 1.57 | 101% |
| Returns for 1 year | 21.72 | 19.99 | 109% |
| Returns for 3 years | 10.13 | 11.62 | 87% |
| Returns for 5 years | 32.69 | 47.98 | 68% |
| Returns for 10 years | 47.17 | 71.09 | 66% |
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