Interact to see
Advertisement
Advertisement
RLBAX vs SVBIX
RLBAX vs SVBIX Comparison
Open Charts RLBAX vs SVBIX
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
JHancock Balanced I
Price$29.84
Change-$1.93 (-6.07%)
VolumeN/A
Net Assets6.37B
RLBAX vs SVBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBAX vs. SVBIX 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 SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. SVBIX (6.37B). SVBIX pays higher dividends than RLBAX: SVBIX (1.82) vs RLBAX (1.22). RLBAX was incepted earlier than SVBIX: RLBAX (24 years) vs SVBIX (24 years). RLBAX (1.31) is less costly to investors than SVBIX (0.74). SVBIX is a more actively managed with annual turnover of: 71.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than SVBIX: RLBAX (250) vs SVBIX (250000). RLBAX annual gain was more profitable for investors over the last year : 10.45 vs. SVBIX (3.76). RLBAX (31.35) and SVBIX (29.95) have equivalent 5 years return.
| RLBAX | SVBIX | RLBAX / SVBIX | |
| Total Expense Ratio | 1.31 | 0.73 | 179% |
| Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.371 | 1.808 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.37B | 4,237% |
| Annual Yield % from dividends | 1.22 | 1.82 | 67% |
| Returns for 1 year | 10.45 | 3.76 | 278% |
| Returns for 3 years | 33.63 | 33.90 | 99% |
| Returns for 5 years | 31.35 | 29.95 | 105% |
| Returns for 10 years | 79.34 | 107.32 | 74% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TRASX | 20.80 | 0.15 | +0.73% |
| T. Rowe Price Asia Opportunities I | |||
| PFPFX | 56.48 | 0.40 | +0.71% |
| Poplar Forest Partners A | |||
| FCGSX | 28.23 | N/A | N/A |
| Fidelity Series Growth Company | |||
| FKALX | 44.99 | -0.34 | -0.75% |
| Federated Hermes Kaufmann Small Cap R6 | |||
| IRLCX | 47.47 | -0.48 | -1.00% |
| Voya Russell Large Cap Index Port S | |||