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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JHancock Balanced A
Price$31.69
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets6.17B
RLBFX vs SVBAX Comparison Chart in %
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RLBFX vs. SVBAX commentary
Oct 18, 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 RLBFX is a Hold and SVBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. SVBAX (6.17B). RLBFX pays higher dividends than SVBAX: RLBFX (2.00) vs SVBAX (1.51). RLBFX was incepted earlier than SVBAX: RLBFX (23 years) vs SVBAX (33 years). SVBAX (1.04) is less costly to investors than RLBFX (0.29). SVBAX is a more actively managed with annual turnover of: 67.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than SVBAX: RLBFX (250) vs SVBAX (1000). SVBAX annual gain was more profitable for investors over the last year : 10.54 vs. RLBFX (9.05). SVBAX (44.60) and RLBFX (43.75) have equivalent 5 years return.
| RLBFX | SVBAX | RLBFX / SVBAX | |
| Total Expense Ratio | 0.29 | 1.03 | 28% |
| Annual Report Gross Expense Ratio | 0.29 | 1.04 | 28% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 14.772 | 12.225 | 121% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 6.17B | 4,297% |
| Annual Yield % from dividends | 2.00 | 1.51 | 132% |
| Returns for 1 year | 9.05 | 10.54 | 86% |
| Returns for 3 years | 52.75 | 52.55 | 100% |
| Returns for 5 years | 43.75 | 44.60 | 98% |
| Returns for 10 years | 78.54 | 94.26 | 83% |
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