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RLBGX vs SVBAX
RLBGX vs SVBAX Comparison
Open Charts RLBGX vs SVBAX
American Funds American Balanced R6
Price$36.17
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
JHancock Balanced A
Price$28.94
Change-$0.24 (-0.82%)
VolumeN/A
CapitalizationN/A
RLBGX vs SVBAX Comparison Chart
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RLBGX vs. SVBAX commentary
Nov 18, 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 StrongBuy and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. SVBAX (5.53B). 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 : 21.31 vs. SVBAX (18.43). SVBAX return over 5 years is better than : 44.51 vs. RLBGX (36.78).
| 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 | 14.385 | 11.714 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 5.53B | 4,270% |
| Annual Yield % from dividends | 2.55 | 1.31 | 196% |
| Returns for 1 year | 21.31 | 18.43 | 116% |
| Returns for 3 years | 11.30 | 9.53 | 119% |
| Returns for 5 years | 36.78 | 44.51 | 83% |
| Returns for 10 years | 53.54 | 64.88 | 83% |