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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JHancock Balanced A
Price$29.19
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets5.75B
RLBFX vs SVBAX Comparison Chart
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RLBFX vs. SVBAX commentary
Feb 23, 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 Hold and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. SVBAX (5.75B). 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). RLBFX (9.54) and SVBAX (9.11) have marching annual gain over last year. SVBAX return over 5 years is better than : 41.23 vs. RLBFX (31.70).
| 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 | 2.908 | 2.134 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 5.75B | 4,211% |
| Annual Yield % from dividends | 2.50 | 1.31 | 192% |
| Returns for 1 year | 9.54 | 9.11 | 105% |
| Returns for 3 years | 18.32 | 20.73 | 88% |
| Returns for 5 years | 31.70 | 41.23 | 77% |
| Returns for 10 years | 55.11 | 68.91 | 80% |