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RLBBX vs SVBAX
RLBBX vs SVBAX Comparison
Open Charts RLBBX vs SVBAX
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
JHancock Balanced A
Price$29.48
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
RLBBX vs SVBAX Comparison Chart
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RLBBX vs. SVBAX commentary
Jun 16, 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 Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. SVBAX (5.75B). SVBAX pays higher dividends than RLBBX: SVBAX (1.56) vs RLBBX (1.23). 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 : 4.85 vs. RLBBX (4.47). SVBAX return over 5 years is better than : 46.15 vs. RLBBX (34.04).
| 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 | 4.082 | 3.458 | 118% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 1.23 | 1.56 | 79% |
| Returns for 1 year | 4.47 | 4.85 | 92% |
| Returns for 3 years | 30.06 | 37.08 | 81% |
| Returns for 5 years | 34.04 | 46.15 | 74% |
| Returns for 10 years | 51.22 | 72.56 | 71% |
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