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RLBEX vs SVBAX
RLBEX vs SVBAX Comparison
Open Charts RLBEX vs SVBAX
American Funds American Balanced R4
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHancock Balanced A
Price$31.24
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.07B
RLBEX vs SVBAX Comparison Chart in %
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RLBEX vs. SVBAX commentary
Sep 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 RLBEX is a Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 258B vs. SVBAX (6.07B). RLBEX pays higher dividends than SVBAX: RLBEX (1.79) vs SVBAX (1.52). RLBEX was incepted earlier than SVBAX: RLBEX (23 years) vs SVBAX (33 years). SVBAX (1.04) is less costly to investors than RLBEX (0.59). SVBAX is a more actively managed with annual turnover of: 67.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than SVBAX: RLBEX (250) vs SVBAX (1000). SVBAX annual gain was more profitable for investors over the last year : 10.97 vs. RLBEX (9.94). SVBAX return over 5 years is better than : 43.41 vs. RLBEX (39.68).
| RLBEX | SVBAX | RLBEX / SVBAX | |
| Total Expense Ratio | 0.59 | 1.03 | 57% |
| Annual Report Gross Expense Ratio | 0.59 | 1.04 | 57% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 11.352 | 10.131 | 112% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.07B | 4,250% |
| Annual Yield % from dividends | 1.79 | 1.52 | 117% |
| Returns for 1 year | 9.94 | 10.97 | 91% |
| Returns for 3 years | 39.85 | 43.23 | 92% |
| Returns for 5 years | 39.68 | 43.41 | 91% |
| Returns for 10 years | 77.45 | 92.93 | 83% |
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