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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHancock Balanced A
Price$31.24
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.07B
RLBFX vs SVBAX Comparison Chart in %
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RLBFX vs. SVBAX commentary
Sep 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 258B vs. SVBAX (6.07B). RLBFX pays higher dividends than SVBAX: RLBFX (2.05) vs SVBAX (1.52). 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 : 10.97 vs. RLBFX (10.28). SVBAX (43.41) and RLBFX (41.46) 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 | 11.562 | 10.131 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.07B | 4,250% |
| Annual Yield % from dividends | 2.05 | 1.52 | 134% |
| Returns for 1 year | 10.28 | 10.97 | 94% |
| Returns for 3 years | 40.92 | 43.23 | 95% |
| Returns for 5 years | 41.46 | 43.41 | 96% |
| Returns for 10 years | 78.40 | 92.93 | 84% |
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