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RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
JHancock Balanced A
Price$29.88
Change-$1.93 (-6.07%)
VolumeN/A
Net Assets6.39B
RLBAX vs SVBAX Comparison Chart in %
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VS
VS
RLBAX vs. SVBAX commentary
Feb 05, 2026
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 RLBAX is a Hold and SVBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. SVBAX (6.4B). SVBAX pays higher dividends than RLBAX: SVBAX (1.55) vs RLBAX (1.22). RLBAX was incepted earlier than SVBAX: RLBAX (24 years) vs SVBAX (33 years). RLBAX (1.31) is less costly to investors than SVBAX (1.04). SVBAX is a more actively managed with annual turnover of: 71.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than SVBAX: RLBAX (250) vs SVBAX (1000). RLBAX annual gain was more profitable for investors over the last year : 10.45 vs. SVBAX (3.45). RLBAX return over 5 years is better than : 31.35 vs. SVBAX (28.27).
| RLBAX | SVBAX | RLBAX / SVBAX | |
| Total Expense Ratio | 1.31 | 1.03 | 127% |
| Annual Report Gross Expense Ratio | 1.31 | 1.04 | 126% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.371 | 1.806 | 131% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.4B | 4,222% |
| Annual Yield % from dividends | 1.22 | 1.55 | 79% |
| Returns for 1 year | 10.45 | 3.45 | 303% |
| Returns for 3 years | 33.63 | 32.72 | 103% |
| Returns for 5 years | 31.35 | 28.27 | 111% |
| Returns for 10 years | 79.34 | 102.69 | 77% |
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