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RLBAX vs SVBIX
RLBAX vs SVBIX Comparison
Open Charts RLBAX vs SVBIX
American Funds American Balanced R1
Price$39.42
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JHancock Balanced I
Price$32.75
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets6.36B
RLBAX vs SVBIX Comparison Chart in %
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RLBAX vs. SVBIX commentary
Dec 05, 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 SVBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. SVBIX (6.37B). SVBIX pays higher dividends than RLBAX: SVBIX (1.72) vs RLBAX (1.07). 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: 67.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than SVBIX: RLBAX (250) vs SVBIX (250000). SVBIX annual gain was more profitable for investors over the last year : 12.50 vs. RLBAX (8.90). SVBIX return over 5 years is better than : 46.01 vs. RLBAX (34.56).
| 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 | 16.307 | 16.326 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.37B | 4,226% |
| Annual Yield % from dividends | 1.07 | 1.72 | 62% |
| Returns for 1 year | 8.90 | 12.50 | 71% |
| Returns for 3 years | 37.89 | 47.36 | 80% |
| Returns for 5 years | 34.56 | 46.01 | 75% |
| Returns for 10 years | 67.44 | 103.05 | 65% |
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