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RLEFX vs SVBIX
RLEFX vs SVBIX Comparison
Open Charts RLEFX vs SVBIX
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
JHancock Balanced I
Price$29.23
Change-$0.03 (-0.10%)
VolumeN/A
CapitalizationN/A
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RLEFX vs SVBIX Comparison Chart
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RLEFX vs. SVBIX commentary
Sep 21, 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 SVBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. SVBIX (5.55B). RLEFX pays higher dividends than SVBIX: RLEFX (2.42) vs SVBIX (1.57). RLEFX was incepted earlier than SVBIX: RLEFX (9 years) vs SVBIX (23 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (62.00). 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 : 24.64 vs. SVBIX (23.13). SVBIX return over 5 years is better than : 50.10 vs. RLEFX (40.23).
| RLEFX | SVBIX | RLEFX / SVBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 14.180 | 12.673 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 5.55B | 4,252% |
| Annual Yield % from dividends | 2.42 | 1.57 | 154% |
| Returns for 1 year | 24.64 | 23.13 | 107% |
| Returns for 3 years | 15.33 | 13.87 | 111% |
| Returns for 5 years | 40.23 | 50.10 | 80% |
| Returns for 10 years | N/A | 73.02 | - |
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