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RLBBX vs SVBIX
RLBBX vs SVBIX Comparison
Open Charts RLBBX vs SVBIX
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
JHancock Balanced I
Price$29.46
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
RLBBX vs SVBIX Comparison Chart
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RLBBX vs. SVBIX 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 SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. SVBIX (5.75B). SVBIX pays higher dividends than RLBBX: SVBIX (1.86) vs RLBBX (1.23). RLBBX was incepted earlier than SVBIX: RLBBX (23 years) vs SVBIX (23 years). RLBBX (1.32) is less costly to investors than SVBIX (0.74). SVBIX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than SVBIX: RLBBX (250) vs SVBIX (250000). SVBIX annual gain was more profitable for investors over the last year : 5.17 vs. RLBBX (4.47). SVBIX return over 5 years is better than : 47.90 vs. RLBBX (34.04).
| RLBBX | SVBIX | RLBBX / SVBIX | |
| Total Expense Ratio | 1.32 | 0.73 | 181% |
| Annual Report Gross Expense Ratio | 1.32 | 0.74 | 178% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 4.082 | 3.611 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 1.23 | 1.86 | 66% |
| Returns for 1 year | 4.47 | 5.17 | 86% |
| Returns for 3 years | 30.06 | 38.16 | 79% |
| Returns for 5 years | 34.04 | 47.90 | 71% |
| Returns for 10 years | 51.22 | 76.25 | 67% |
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