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RLEFX vs SVBAX
RLEFX vs SVBAX Comparison
Open Charts RLEFX vs SVBAX
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
JHancock Balanced A
Price$28.94
Change-$0.24 (-0.82%)
VolumeN/A
CapitalizationN/A
RLEFX vs SVBAX Comparison Chart
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RLEFX 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 RLEFX is a StrongBuy and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. SVBAX (5.53B). RLEFX pays higher dividends than SVBAX: RLEFX (2.42) vs SVBAX (1.31). RLEFX was incepted earlier than SVBAX: RLEFX (9 years) vs SVBAX (32 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. SVBAX (62.00). RLEFX has a lower initial minimum investment than SVBAX: RLEFX (250) vs SVBAX (1000). RLEFX annual gain was more profitable for investors over the last year : 21.09 vs. SVBAX (18.43). SVBAX return over 5 years is better than : 44.51 vs. RLEFX (35.95).
| RLEFX | SVBAX | RLEFX / SVBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 14.211 | 11.714 | 121% |
| 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 | 2.42 | 1.31 | 185% |
| Returns for 1 year | 21.09 | 18.43 | 114% |
| Returns for 3 years | 10.95 | 9.53 | 115% |
| Returns for 5 years | 35.95 | 44.51 | 81% |
| Returns for 10 years | N/A | 64.88 | - |
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