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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$39.10
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets265.73B
JHancock Balanced A
Price$31.83
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets6.18B
RLBFX vs SVBAX Comparison Chart in %
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RLBFX vs. SVBAX commentary
Oct 07, 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: 266B vs. SVBAX (6.18B). 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 : 11.21 vs. RLBFX (9.94). SVBAX (46.86) and RLBFX (45.45) have equivalent 5 years return.
| 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 | 14.948 | 12.367 | 121% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.18B | 4,302% |
| Annual Yield % from dividends | 2.00 | 1.51 | 132% |
| Returns for 1 year | 9.94 | 11.21 | 89% |
| Returns for 3 years | 52.76 | 52.89 | 100% |
| Returns for 5 years | 45.45 | 46.86 | 97% |
| Returns for 10 years | 80.43 | 95.26 | 84% |
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