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RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
JHancock Balanced A
Price$32.17
Change-$0.37 (-1.14%)
VolumeN/A
Net Assets6.25B
RLBAX vs SVBAX Comparison Chart in %
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RLBAX vs. SVBAX commentary
Nov 14, 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 RLBAX is a Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. SVBAX (6.25B). SVBAX pays higher dividends than RLBAX: SVBAX (1.48) vs RLBAX (1.08). RLBAX was incepted earlier than SVBAX: RLBAX (23 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: 67.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than SVBAX: RLBAX (250) vs SVBAX (1000). SVBAX annual gain was more profitable for investors over the last year : 12.89 vs. RLBAX (9.08). SVBAX return over 5 years is better than : 45.76 vs. RLBAX (36.92).
| RLBAX | SVBAX | RLBAX / SVBAX | |
| Total Expense Ratio | 1.31 | 1.03 | 127% |
| Annual Report Gross Expense Ratio | 1.31 | 1.04 | 126% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 15.481 | 15.162 | 102% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.25B | 4,301% |
| Annual Yield % from dividends | 1.08 | 1.48 | 73% |
| Returns for 1 year | 9.08 | 12.89 | 70% |
| Returns for 3 years | 40.52 | 48.61 | 83% |
| Returns for 5 years | 36.92 | 45.76 | 81% |
| Returns for 10 years | 69.99 | 100.22 | 70% |
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