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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
RLBFX vs SVBAX Comparison Chart in %
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RLBFX vs. SVBAX commentary
Jun 03, 2026
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: 279B vs. SVBAX (6.9B). RLBFX pays higher dividends than SVBAX: RLBFX (2.02) vs SVBAX (1.46). RLBFX was incepted earlier than SVBAX: RLBFX (24 years) vs SVBAX (34 years). SVBAX (1.03) is less costly to investors than RLBFX (0.30). SVBAX is a more actively managed with annual turnover of: 71.00 vs. RLBFX (50.00). RLBFX has a lower initial minimum investment than SVBAX: RLBFX (250) vs SVBAX (1000). RLBFX annual gain was more profitable for investors over the last year : 18.07 vs. SVBAX (12.44). RLBFX return over 5 years is better than : 37.10 vs. SVBAX (32.68).
| RLBFX | SVBAX | RLBFX / SVBAX | |
| Total Expense Ratio | 0.30 | 1.02 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.03 | 29% |
| Fund Existence | 24 years | 34 years | - |
| Gain YTD | 9.817 | 9.966 | 99% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 6.9B | 4,046% |
| Annual Yield % from dividends | 2.02 | 1.46 | 138% |
| Returns for 1 year | 18.07 | 12.44 | 145% |
| Returns for 3 years | 46.81 | 39.56 | 118% |
| Returns for 5 years | 37.10 | 32.68 | 114% |
| Returns for 10 years | 89.73 | 100.56 | 89% |
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