Ad is loading...
RLBGX vs SVBAX
RLBGX vs SVBAX Comparison
Open Charts RLBGX vs SVBAX
American Funds American Balanced R6
Price$35.36
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JHancock Balanced A
Price$29.19
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets5.75B
RLBGX vs SVBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBGX vs. SVBAX commentary
Feb 23, 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 Hold and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 242B vs. SVBAX (5.75B). 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). RLBGX annual gain was more profitable for investors over the last year : 9.60 vs. SVBAX (9.11). SVBAX return over 5 years is better than : 41.23 vs. RLBGX (31.96).
| 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 | 2.940 | 2.134 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 5.75B | 4,211% |
| Annual Yield % from dividends | 2.55 | 1.31 | 196% |
| Returns for 1 year | 9.60 | 9.11 | 105% |
| Returns for 3 years | 18.47 | 20.73 | 89% |
| Returns for 5 years | 31.96 | 41.23 | 78% |
| Returns for 10 years | 55.52 | 68.91 | 81% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CWVIX | 25.71 | -0.14 | -0.54% |
| Calvert International Equity I | |||
| MSFBX | 34.09 | -0.31 | -0.90% |
| Morgan Stanley Inst Global Franchise A | |||
| FZROX | 20.81 | -0.39 | -1.84% |
| Fidelity ZERO Total Market Index | |||
| IAFMX | 17.38 | -0.42 | -2.36% |
| F/m Investments Large Cap Focused Inv | |||
| JSJAX | 15.66 | -0.53 | -3.27% |
| JHancock Small Cap Dynamic Growth A | |||