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RLBBX vs SVBIX
RLBBX vs SVBIX Comparison
Open Charts RLBBX vs SVBIX
American Funds American Balanced R2
Price$34.53
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
JHancock Balanced I
Price$28.67
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets5.61B
RLBBX vs SVBIX Comparison Chart
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RLBBX vs. SVBIX commentary
May 25, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 237B vs. SVBIX (5.61B). SVBIX pays higher dividends than RLBBX: SVBIX (1.92) vs RLBBX (1.27). RLBBX was incepted earlier than SVBIX: RLBBX (23 years) vs SVBIX (23 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). RLBBX (4.44) and SVBIX (4.40) have marching annual gain over last year. SVBIX return over 5 years is better than : 47.25 vs. RLBBX (33.58).
| RLBBX | SVBIX | RLBBX / SVBIX | |
| Total Expense Ratio | 1.32 | 0.73 | 181% |
| Annual Report Gross Expense Ratio | 1.32 | 0.74 | 178% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 1.539 | 0.833 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 5.61B | 4,227% |
| Annual Yield % from dividends | 1.27 | 1.92 | 66% |
| Returns for 1 year | 4.44 | 4.40 | 101% |
| Returns for 3 years | 20.04 | 29.08 | 69% |
| Returns for 5 years | 33.58 | 47.25 | 71% |
| Returns for 10 years | 46.63 | 70.01 | 67% |
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