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RLBBX vs SVBAX
RLBBX vs SVBAX Comparison
Open Charts RLBBX vs SVBAX
American Funds American Balanced R2
Price$38.01
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
JHancock Balanced A
Price$29.80
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets6.37B
RLBBX vs SVBAX Comparison Chart in %
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RLBBX vs. SVBAX commentary
Jan 15, 2026
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: 270B vs. SVBAX (6.37B). SVBAX pays higher dividends than RLBBX: SVBAX (1.57) vs RLBBX (1.26). 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). RLBBX annual gain was more profitable for investors over the last year : 13.36 vs. SVBAX (6.06). RLBBX return over 5 years is better than : 32.39 vs. SVBAX (30.23).
| 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 | 2.315 | 1.533 | 151% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.37B | 4,237% |
| Annual Yield % from dividends | 1.26 | 1.57 | 80% |
| Returns for 1 year | 13.36 | 6.06 | 220% |
| Returns for 3 years | 34.66 | 33.55 | 103% |
| Returns for 5 years | 32.39 | 30.23 | 107% |
| Returns for 10 years | 80.33 | 101.66 | 79% |
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