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RLBAX vs SVBIX
RLBAX vs SVBIX Comparison
Open Charts RLBAX vs SVBIX
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JHancock Balanced I
Price$29.51
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets6.32B
RLBAX vs SVBIX Comparison Chart in %
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RLBAX vs. SVBIX commentary
Dec 28, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. SVBIX (6.32B). 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). RLBAX annual gain was more profitable for investors over the last year : 8.49 vs. SVBIX (3.26). SVBIX (31.50) and RLBAX (30.80) 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 | 10.082 | 4.818 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.32B | 4,257% |
| Annual Yield % from dividends | 1.07 | 1.72 | 62% |
| Returns for 1 year | 8.49 | 3.26 | 260% |
| Returns for 3 years | 35.20 | 38.19 | 92% |
| Returns for 5 years | 30.80 | 31.50 | 98% |
| Returns for 10 years | 65.43 | 90.59 | 72% |
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