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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JHancock Balanced A
Price$29.24
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets5.74B
RLBFX vs SVBAX Comparison Chart
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RLBFX vs. SVBAX commentary
Jan 19, 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: 240B vs. SVBAX (5.74B). 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 : 13.95 vs. RLBFX (12.61). SVBAX return over 5 years is better than : 41.99 vs. RLBFX (31.46).
| 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 | 1.948 | 2.309 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 5.74B | 4,182% |
| Annual Yield % from dividends | 2.50 | 1.31 | 192% |
| Returns for 1 year | 12.61 | 13.95 | 90% |
| Returns for 3 years | 13.10 | 15.55 | 84% |
| Returns for 5 years | 31.46 | 41.99 | 75% |
| Returns for 10 years | 58.66 | 74.27 | 79% |
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