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RLBBX vs SVBAX
RLBBX vs SVBAX Comparison
Open Charts RLBBX vs SVBAX
American Funds American Balanced R2
Price$39.34
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
RLBBX vs SVBAX Comparison Chart in %
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RLBBX 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 RLBBX is a StrongBuy and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. SVBAX (6.31B). SVBAX pays higher dividends than RLBBX: SVBAX (1.45) vs RLBBX (1.07). RLBBX was incepted earlier than SVBAX: RLBBX (24 years) vs SVBAX (33 years). RLBBX (1.32) is less costly to investors than SVBAX (1.04). SVBAX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than SVBAX: RLBBX (250) vs SVBAX (1000). SVBAX annual gain was more profitable for investors over the last year : 11.00 vs. RLBBX (9.74). SVBAX return over 5 years is better than : 45.27 vs. RLBBX (36.40).
| RLBBX | SVBAX | RLBBX / SVBAX | |
| Total Expense Ratio | 1.32 | 1.03 | 128% |
| Annual Report Gross Expense Ratio | 1.32 | 1.04 | 127% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 17.386 | 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 | 74% |
| Returns for 1 year | 9.74 | 11.00 | 89% |
| Returns for 3 years | 40.84 | 48.54 | 84% |
| Returns for 5 years | 36.40 | 45.27 | 80% |
| Returns for 10 years | 72.64 | 104.67 | 69% |
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