Interact to see
Advertisement
Advertisement
RLEFX vs SVBIX
RLEFX vs SVBIX Comparison
Open Charts RLEFX vs SVBIX
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
JHancock Balanced I
Price$30.24
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets5.92B
RLEFX vs SVBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. SVBIX commentary
Jul 05, 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 RLEFX is a Buy and SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. SVBIX (5.92B). RLEFX pays higher dividends than SVBIX: RLEFX (2.01) vs SVBIX (1.84). RLEFX was incepted earlier than SVBIX: RLEFX (10 years) vs SVBIX (23 years). SVBIX (0.74) is less costly to investors than RLEFX (0.39). SVBIX is a more actively managed with annual turnover of: 67.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than SVBIX: RLEFX (250) vs SVBIX (250000). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. SVBIX (7.44). SVBIX return over 5 years is better than : 49.21 vs. RLEFX (42.56).
| RLEFX | SVBIX | RLEFX / SVBIX | |
| Total Expense Ratio | 0.39 | 0.73 | 53% |
| Annual Report Gross Expense Ratio | 0.39 | 0.74 | 53% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 8.164 | 6.914 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 2.01 | 1.84 | 109% |
| Returns for 1 year | 8.07 | 7.44 | 108% |
| Returns for 3 years | 35.76 | 40.69 | 88% |
| Returns for 5 years | 42.56 | 49.21 | 86% |
| Returns for 10 years | N/A | 84.85 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers