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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
JHancock Balanced A
Price$29.40
Change-$0.71 (-2.36%)
VolumeN/A
CapitalizationN/A
RLBFX vs SVBAX Comparison Chart
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RLBFX vs. SVBAX commentary
Dec 19, 2024
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 Hold and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. SVBAX (5.76B). RLBFX pays higher dividends than SVBAX: RLBFX (2.50) vs SVBAX (1.31). RLBFX was incepted earlier than SVBAX: RLBFX (23 years) vs SVBAX (32 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. SVBAX (62.00). 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 : 17.26 vs. RLBFX (12.81). SVBAX return over 5 years is better than : 48.84 vs. RLBFX (34.29).
| RLBFX | SVBAX | RLBFX / SVBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 11.792 | 16.230 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 5.76B | 4,183% |
| Annual Yield % from dividends | 2.50 | 1.31 | 192% |
| Returns for 1 year | 12.81 | 17.26 | 74% |
| Returns for 3 years | 12.40 | 16.66 | 74% |
| Returns for 5 years | 34.29 | 48.84 | 70% |
| Returns for 10 years | 48.83 | 76.68 | 64% |
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