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RLBBX vs SVBIX
RLBBX vs SVBIX Comparison
Open Charts RLBBX vs SVBIX
American Funds American Balanced R2
Price$38.70
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
JHancock Balanced I
Price$32.14
Change-$0.37 (-1.14%)
VolumeN/A
Net Assets6.33B
RLBBX vs SVBIX Comparison Chart in %
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RLBBX vs. SVBIX commentary
Nov 14, 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: 269B vs. SVBIX (6.33B). SVBIX pays higher dividends than RLBBX: SVBIX (1.75) vs RLBBX (1.09). 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: 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 : 11.99 vs. RLBBX (7.89). SVBIX return over 5 years is better than : 45.95 vs. RLBBX (35.25).
| 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 | 14.056 | 14.160 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.33B | 4,252% |
| Annual Yield % from dividends | 1.09 | 1.75 | 62% |
| Returns for 1 year | 7.89 | 11.99 | 66% |
| Returns for 3 years | 39.66 | 48.88 | 81% |
| Returns for 5 years | 35.25 | 45.95 | 77% |
| Returns for 10 years | 66.38 | 100.56 | 66% |
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