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RLBAX vs SVBAX
RLBAX vs SVBAX Comparison
Open Charts RLBAX vs SVBAX
American Funds American Balanced R1
Price$39.30
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
JHancock Balanced A
Price$32.55
Change-$0.33 (-1.00%)
VolumeN/A
Net Assets6.31B
RLBAX vs SVBAX Comparison Chart in %
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VS
RLBAX vs. SVBAX commentary
Dec 13, 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 StrongBuy and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. SVBAX (6.31B). SVBAX pays higher dividends than RLBAX: SVBAX (1.45) vs RLBAX (1.07). 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: 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 : 11.00 vs. RLBAX (9.75). SVBAX return over 5 years is better than : 45.27 vs. RLBAX (36.40).
| 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 | 17.399 | 16.366 | 106% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.31B | 4,266% |
| Annual Yield % from dividends | 1.07 | 1.45 | 73% |
| Returns for 1 year | 9.75 | 11.00 | 89% |
| Returns for 3 years | 40.80 | 48.54 | 84% |
| Returns for 5 years | 36.40 | 45.27 | 80% |
| Returns for 10 years | 72.67 | 104.67 | 69% |
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