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RLEFX vs SVBIX
RLEFX vs SVBIX Comparison
Open Charts RLEFX vs SVBIX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JHancock Balanced I
Price$29.46
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
RLEFX vs SVBIX Comparison Chart
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RLEFX vs. SVBIX commentary
Jun 15, 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: 244B vs. SVBIX (5.75B). RLEFX pays higher dividends than SVBIX: RLEFX (2.09) vs SVBIX (1.86). 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). SVBIX annual gain was more profitable for investors over the last year : 5.99 vs. RLEFX (5.49). SVBIX return over 5 years is better than : 49.05 vs. RLEFX (39.46).
| 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 | 4.524 | 4.420 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 2.09 | 1.86 | 113% |
| Returns for 1 year | 5.49 | 5.99 | 92% |
| Returns for 3 years | 33.28 | 39.24 | 85% |
| Returns for 5 years | 39.46 | 49.05 | 80% |
| Returns for 10 years | N/A | 77.63 | - |
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