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RLBGX vs SVBAX
RLBGX vs SVBAX Comparison
Open Charts RLBGX vs SVBAX
American Funds American Balanced R6
Price$34.91
Change-$0.39 (-1.10%)
VolumeN/A
Net Assets240.4B
JHancock Balanced A
Price$28.75
Change-$0.28 (-0.96%)
VolumeN/A
Net Assets5.68B
RLBGX vs SVBAX Comparison Chart
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RLBGX vs. SVBAX commentary
May 22, 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 RLBGX is a Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 240B vs. SVBAX (5.68B). RLBGX pays higher dividends than SVBAX: RLBGX (2.31) vs SVBAX (1.62). RLBGX was incepted earlier than SVBAX: RLBGX (16 years) vs SVBAX (33 years). SVBAX (1.04) is less costly to investors than RLBGX (0.25). SVBAX is a more actively managed with annual turnover of: 67.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than SVBAX: RLBGX (250) vs SVBAX (1000). RLBGX annual gain was more profitable for investors over the last year : 4.68 vs. SVBAX (4.13). SVBAX return over 5 years is better than : 47.16 vs. RLBGX (39.98).
| RLBGX | SVBAX | RLBGX / SVBAX | |
| Total Expense Ratio | 0.25 | 1.03 | 24% |
| Annual Report Gross Expense Ratio | 0.25 | 1.04 | 24% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 2.032 | 1.878 | 108% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 5.68B | 4,228% |
| Annual Yield % from dividends | 2.31 | 1.62 | 143% |
| Returns for 1 year | 4.68 | 4.13 | 113% |
| Returns for 3 years | 24.49 | 30.38 | 81% |
| Returns for 5 years | 39.98 | 47.16 | 85% |
| Returns for 10 years | 55.25 | 67.38 | 82% |
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