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RLEFX vs SVBIX
RLEFX vs SVBIX Comparison
Open Charts RLEFX vs SVBIX
American Funds American Balanced R5E
Price$34.83
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
RLEFX vs SVBIX Comparison Chart
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RLEFX 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 RLEFX is a Buy and SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 237B vs. SVBIX (5.61B). RLEFX pays higher dividends than SVBIX: RLEFX (2.17) vs SVBIX (1.92). 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 : 5.45 vs. SVBIX (4.40). SVBIX return over 5 years is better than : 47.25 vs. RLEFX (38.97).
| 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 | 1.909 | 0.833 | 229% |
| 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 | 2.17 | 1.92 | 113% |
| Returns for 1 year | 5.45 | 4.40 | 124% |
| Returns for 3 years | 22.78 | 29.08 | 78% |
| Returns for 5 years | 38.97 | 47.25 | 82% |
| Returns for 10 years | N/A | 70.01 | - |
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