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RLBBX vs SVBIX
RLBBX vs SVBIX Comparison
Open Charts RLBBX vs SVBIX
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
JHancock Balanced I
Price$31.66
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.16B
RLBBX vs SVBIX Comparison Chart in %
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RLBBX vs. SVBIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 265B vs. SVBIX (6.16B). SVBIX pays higher dividends than RLBBX: SVBIX (1.79) vs RLBBX (1.11). RLBBX was incepted earlier than SVBIX: RLBBX (23 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 : 10.88 vs. RLBBX (7.84). SVBIX return over 5 years is better than : 46.42 vs. RLBBX (37.69).
| 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 | 24 years | - |
| Gain YTD | 13.938 | 12.455 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 6.16B | 4,300% |
| Annual Yield % from dividends | 1.11 | 1.79 | 62% |
| Returns for 1 year | 7.84 | 10.88 | 72% |
| Returns for 3 years | 47.43 | 52.76 | 90% |
| Returns for 5 years | 37.69 | 46.42 | 81% |
| Returns for 10 years | 67.64 | 98.76 | 68% |