RLBFX
Price
$39.51
Change
+$0.27 (+0.69%)
Updated
Oct 24 closing price
Net Assets
268.39B
SVBAX
Price
$32.03
Change
+$0.18 (+0.57%)
Updated
Oct 24 closing price
Net Assets
6.24B
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RLBFX vs SVBAX

Header iconRLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAXBanner chart's image
American Funds American Balanced R5
Price$39.51
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
JHancock Balanced A
Price$32.03
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets6.24B
RLBFX vs SVBAX Comparison Chart in %
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RLBFX vs. SVBAX commentary
Oct 27, 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.

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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 268B vs. SVBAX (6.24B). RLBFX pays higher dividends than SVBAX: RLBFX (2.00) vs SVBAX (1.51). 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 annual gain was more profitable for investors over the last year : 12.74 vs. RLBFX (11.31). SVBAX (46.57) and RLBFX (46.22) have equivalent 5 years return.
RLBFXSVBAXRLBFX / SVBAX
Total Expense Ratio0.291.0328%
Annual Report Gross Expense Ratio0.291.0428%
Fund Existence23 years33 years-
Gain YTD16.15413.357121%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets268B6.24B4,294%
Annual Yield % from dividends2.001.51132%
Returns for 1 year11.3112.7489%
Returns for 3 years50.1749.88101%
Returns for 5 years46.2246.5799%
Returns for 10 years78.1694.4283%
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