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RLBGX vs SVBAX
RLBGX vs SVBAX Comparison
Open Charts RLBGX vs SVBAX
American Funds American Balanced R6
Price$34.27
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
JHancock Balanced A
Price$29.40
Change-$0.71 (-2.36%)
VolumeN/A
CapitalizationN/A
RLBGX vs SVBAX Comparison Chart
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RLBGX vs. SVBAX commentary
Dec 19, 2024
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 RLBGX is a Hold and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 241B vs. SVBAX (5.76B). RLBGX pays higher dividends than SVBAX: RLBGX (2.55) vs SVBAX (1.31). RLBGX was incepted earlier than SVBAX: RLBGX (16 years) vs SVBAX (32 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. SVBAX (62.00). RLBGX has a lower initial minimum investment than SVBAX: RLBGX (250) vs SVBAX (1000). SVBAX annual gain was more profitable for investors over the last year : 17.26 vs. RLBGX (12.83). SVBAX return over 5 years is better than : 48.84 vs. RLBGX (34.51).
| RLBGX | SVBAX | RLBGX / SVBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 11.811 | 16.230 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 5.76B | 4,183% |
| Annual Yield % from dividends | 2.55 | 1.31 | 196% |
| Returns for 1 year | 12.83 | 17.26 | 74% |
| Returns for 3 years | 12.48 | 16.66 | 75% |
| Returns for 5 years | 34.51 | 48.84 | 71% |
| Returns for 10 years | 49.12 | 76.68 | 64% |