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RLEFX vs SVBIX
RLEFX vs SVBIX Comparison
Open Charts RLEFX vs SVBIX
American Funds American Balanced R5E
Price$36.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JHancock Balanced I
Price$29.26
Change-$0.01 (-0.03%)
VolumeN/A
CapitalizationN/A
RLEFX vs SVBIX Comparison Chart
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RLEFX vs. SVBIX commentary
Nov 14, 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: 240B vs. SVBIX (5.59B). 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 : 22.85 vs. SVBIX (19.99). SVBIX return over 5 years is better than : 47.98 vs. RLEFX (37.80).
| 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 | 15.761 | 13.328 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 5.59B | 4,292% |
| Annual Yield % from dividends | 2.42 | 1.57 | 154% |
| Returns for 1 year | 22.85 | 19.99 | 114% |
| Returns for 3 years | 12.39 | 11.62 | 107% |
| Returns for 5 years | 37.80 | 47.98 | 79% |
| Returns for 10 years | N/A | 71.09 | - |