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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JHancock Balanced A
Price$30.53
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.94B
RLBFX vs SVBAX Comparison Chart in %
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RLBFX vs. SVBAX commentary
Jul 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.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. SVBAX (5.94B). RLBFX pays higher dividends than SVBAX: RLBFX (2.10) 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). RLBFX annual gain was more profitable for investors over the last year : 10.60 vs. SVBAX (10.01). SVBAX return over 5 years is better than : 44.68 vs. RLBFX (41.40).
| 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 | 9.189 | 7.311 | 126% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 5.94B | 4,274% |
| Annual Yield % from dividends | 2.10 | 1.56 | 135% |
| Returns for 1 year | 10.60 | 10.01 | 106% |
| Returns for 3 years | 35.79 | 38.17 | 94% |
| Returns for 5 years | 41.40 | 44.68 | 93% |
| Returns for 10 years | 68.15 | 80.91 | 84% |
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