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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$33.41
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.57B
JHancock Balanced A
Price$27.19
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets5.35B
RLBFX vs SVBAX Comparison Chart
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RLBFX vs. SVBAX commentary
Apr 16, 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: 228B vs. SVBAX (5.35B). 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 (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. SVBAX (67.00). 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 : 3.90 vs. SVBAX (1.32). SVBAX return over 5 years is better than : 42.42 vs. RLBFX (36.91).
| RLBFX | SVBAX | RLBFX / SVBAX | |
| Total Expense Ratio | 0.30 | 1.03 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.04 | 29% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -2.478 | -4.474 | 55% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 5.35B | 4,261% |
| Annual Yield % from dividends | 2.26 | 1.62 | 139% |
| Returns for 1 year | 3.90 | 1.32 | 296% |
| Returns for 3 years | 12.09 | 13.70 | 88% |
| Returns for 5 years | 36.91 | 42.42 | 87% |
| Returns for 10 years | 49.58 | 58.50 | 85% |
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