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RLBBX vs SVBAX
RLBBX vs SVBAX Comparison
Open Charts RLBBX vs SVBAX
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
JHancock Balanced A
Price$31.69
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets6.17B
RLBBX vs SVBAX Comparison Chart in %
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RLBBX vs. SVBAX commentary
Oct 18, 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 Hold and SVBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. SVBAX (6.17B). SVBAX pays higher dividends than RLBBX: SVBAX (1.51) vs RLBBX (1.11). RLBBX was incepted earlier than SVBAX: RLBBX (23 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 : 10.54 vs. RLBBX (7.90). SVBAX return over 5 years is better than : 44.60 vs. RLBBX (37.58).
| RLBBX | SVBAX | RLBBX / SVBAX | |
| Total Expense Ratio | 1.32 | 1.03 | 128% |
| Annual Report Gross Expense Ratio | 1.32 | 1.04 | 127% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 13.850 | 12.225 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 6.17B | 4,297% |
| Annual Yield % from dividends | 1.11 | 1.51 | 73% |
| Returns for 1 year | 7.90 | 10.54 | 75% |
| Returns for 3 years | 48.35 | 52.55 | 92% |
| Returns for 5 years | 37.58 | 44.60 | 84% |
| Returns for 10 years | 67.44 | 94.26 | 72% |
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