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RLBBX vs SVBIX
RLBBX vs SVBIX Comparison
Open Charts RLBBX vs SVBIX
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JHancock Balanced I
Price$30.24
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets5.92B
RLBBX vs SVBIX Comparison Chart in %
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RLBBX vs. SVBIX commentary
Jul 07, 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: 252B vs. SVBIX (5.92B). SVBIX pays higher dividends than RLBBX: SVBIX (1.84) vs RLBBX (1.17). 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 : 7.44 vs. RLBBX (7.05). SVBIX return over 5 years is better than : 49.21 vs. RLBBX (37.07).
| 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 | 7.674 | 6.914 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 1.17 | 1.84 | 64% |
| Returns for 1 year | 7.05 | 7.44 | 95% |
| Returns for 3 years | 32.48 | 40.69 | 80% |
| Returns for 5 years | 37.07 | 49.21 | 75% |
| Returns for 10 years | 58.03 | 84.85 | 68% |
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