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RLBBX vs SVBIX
RLBBX vs SVBIX Comparison
Open Charts RLBBX vs SVBIX
American Funds American Balanced R2
Price$38.04
Change-$0.58 (-1.50%)
VolumeN/A
Net Assets269.72B
JHancock Balanced I
Price$29.84
Change-$1.93 (-6.07%)
VolumeN/A
Net Assets6.37B
RLBBX vs SVBIX Comparison Chart in %
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RLBBX vs. SVBIX commentary
Feb 05, 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 SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. SVBIX (6.37B). SVBIX pays higher dividends than RLBBX: SVBIX (1.82) vs RLBBX (1.23). RLBBX was incepted earlier than SVBIX: RLBBX (24 years) vs SVBIX (24 years). RLBBX (1.32) is less costly to investors than SVBIX (0.74). SVBIX is a more actively managed with annual turnover of: 71.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than SVBIX: RLBBX (250) vs SVBIX (250000). RLBBX annual gain was more profitable for investors over the last year : 10.49 vs. SVBIX (3.76). RLBBX (31.41) and SVBIX (29.95) have equivalent 5 years return.
| RLBBX | SVBIX | RLBBX / SVBIX | |
| Total Expense Ratio | 1.32 | 0.73 | 181% |
| Annual Report Gross Expense Ratio | 1.32 | 0.74 | 178% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.396 | 1.808 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.37B | 4,237% |
| Annual Yield % from dividends | 1.23 | 1.82 | 67% |
| Returns for 1 year | 10.49 | 3.76 | 279% |
| Returns for 3 years | 33.68 | 33.90 | 99% |
| Returns for 5 years | 31.41 | 29.95 | 105% |
| Returns for 10 years | 79.44 | 107.32 | 74% |
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