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RLBGX vs SVBIX
RLBGX vs SVBIX Comparison
Open Charts RLBGX vs SVBIX
American Funds American Balanced R6
Price$35.36
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JHancock Balanced I
Price$29.16
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets5.75B
RLBGX vs SVBIX Comparison Chart
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RLBGX vs. SVBIX 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 SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 242B vs. SVBIX (5.75B). RLBGX pays higher dividends than SVBIX: RLBGX (2.55) vs SVBIX (1.57). RLBGX was incepted earlier than SVBIX: RLBGX (16 years) vs SVBIX (23 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (62.00). RLBGX has a lower initial minimum investment than SVBIX: RLBGX (250) vs SVBIX (250000). RLBGX (9.60) and SVBIX (9.44) have marching annual gain over last year. SVBIX return over 5 years is better than : 42.83 vs. RLBGX (31.96).
| RLBGX | SVBIX | RLBGX / SVBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 2.940 | 2.172 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 5.75B | 4,211% |
| Annual Yield % from dividends | 2.55 | 1.57 | 162% |
| Returns for 1 year | 9.60 | 9.44 | 102% |
| Returns for 3 years | 18.47 | 21.57 | 86% |
| Returns for 5 years | 31.96 | 42.83 | 75% |
| Returns for 10 years | 55.52 | 72.46 | 77% |
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