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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced A
Price$30.71
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets6B
RLBFX vs SVBAX Comparison Chart in %
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RLBFX vs. SVBAX commentary
Aug 16, 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: 256B vs. SVBAX (6B). RLBFX pays higher dividends than SVBAX: RLBFX (2.08) vs SVBAX (1.55). 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 : 9.22 vs. RLBFX (8.29). SVBAX return over 5 years is better than : 43.06 vs. RLBFX (39.76).
| 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 | 9.922 | 8.439 | 118% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 6B | 4,267% |
| Annual Yield % from dividends | 2.08 | 1.55 | 134% |
| Returns for 1 year | 8.29 | 9.22 | 90% |
| Returns for 3 years | 30.56 | 31.76 | 96% |
| Returns for 5 years | 39.76 | 43.06 | 92% |
| Returns for 10 years | 69.21 | 83.00 | 83% |
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