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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
JHancock Balanced A
Price$29.48
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.79B
RLBFX vs SVBAX Comparison Chart
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RLBFX vs. SVBAX commentary
Jun 14, 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: 247B vs. SVBAX (5.79B). RLBFX pays higher dividends than SVBAX: RLBFX (2.18) vs SVBAX (1.56). 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). SVBAX (5.67) and RLBFX (5.61) have marching annual gain over last year. SVBAX return over 5 years is better than : 47.29 vs. RLBFX (40.09).
| 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 | 4.560 | 4.265 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 5.79B | 4,264% |
| Annual Yield % from dividends | 2.18 | 1.56 | 139% |
| Returns for 1 year | 5.61 | 5.67 | 99% |
| Returns for 3 years | 33.66 | 38.15 | 88% |
| Returns for 5 years | 40.09 | 47.29 | 85% |
| Returns for 10 years | 60.51 | 73.91 | 82% |
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