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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$34.94
Change-$0.40 (-1.13%)
VolumeN/A
Net Assets240.4B
JHancock Balanced A
Price$28.75
Change-$0.28 (-0.96%)
VolumeN/A
Net Assets5.68B
RLBFX vs SVBAX Comparison Chart
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RLBFX vs. SVBAX commentary
May 22, 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 RLBFX is a Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. SVBAX (5.68B). RLBFX pays higher dividends than SVBAX: RLBFX (2.26) vs SVBAX (1.62). RLBFX was incepted earlier than SVBAX: RLBFX (23 years) vs SVBAX (33 years). SVBAX (1.04) is less costly to investors than RLBFX (0.29). SVBAX is a more actively managed with annual turnover of: 67.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than SVBAX: RLBFX (250) vs SVBAX (1000). RLBFX annual gain was more profitable for investors over the last year : 4.59 vs. SVBAX (4.13). SVBAX return over 5 years is better than : 47.16 vs. RLBFX (39.65).
| RLBFX | SVBAX | RLBFX / SVBAX | |
| Total Expense Ratio | 0.29 | 1.03 | 28% |
| Annual Report Gross Expense Ratio | 0.29 | 1.04 | 28% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 1.988 | 1.878 | 106% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 5.68B | 4,228% |
| Annual Yield % from dividends | 2.26 | 1.62 | 140% |
| Returns for 1 year | 4.59 | 4.13 | 111% |
| Returns for 3 years | 24.32 | 30.38 | 80% |
| Returns for 5 years | 39.65 | 47.16 | 84% |
| Returns for 10 years | 54.88 | 67.38 | 81% |
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