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RLBGX vs SVBIX
RLBGX vs SVBIX Comparison
Open Charts RLBGX vs SVBIX
American Funds American Balanced R6
Price$34.89
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
JHancock Balanced I
Price$28.67
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets5.61B
RLBGX vs SVBIX Comparison Chart
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RLBGX vs. SVBIX commentary
May 25, 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 SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 237B vs. SVBIX (5.61B). RLBGX pays higher dividends than SVBIX: RLBGX (2.31) vs SVBIX (1.92). RLBGX was incepted earlier than SVBIX: RLBGX (16 years) vs SVBIX (23 years). SVBIX (0.74) is less costly to investors than RLBGX (0.25). SVBIX is a more actively managed with annual turnover of: 67.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than SVBIX: RLBGX (250) vs SVBIX (250000). RLBGX annual gain was more profitable for investors over the last year : 5.61 vs. SVBIX (4.40). SVBIX return over 5 years is better than : 47.25 vs. RLBGX (39.90).
| RLBGX | SVBIX | RLBGX / SVBIX | |
| Total Expense Ratio | 0.25 | 0.73 | 34% |
| Annual Report Gross Expense Ratio | 0.25 | 0.74 | 34% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 1.973 | 0.833 | 237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 5.61B | 4,227% |
| Annual Yield % from dividends | 2.31 | 1.92 | 121% |
| Returns for 1 year | 5.61 | 4.40 | 127% |
| Returns for 3 years | 23.22 | 29.08 | 80% |
| Returns for 5 years | 39.90 | 47.25 | 84% |
| Returns for 10 years | 55.97 | 70.01 | 80% |
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