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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
JHancock Balanced A
Price$29.88
Change-$1.93 (-6.07%)
VolumeN/A
Net Assets6.39B
RLBFX vs SVBAX Comparison Chart in %
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RLBFX vs. SVBAX commentary
Feb 05, 2026
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: 270B vs. SVBAX (6.4B). RLBFX pays higher dividends than SVBAX: RLBFX (2.13) vs SVBAX (1.55). RLBFX was incepted earlier than SVBAX: RLBFX (24 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: 71.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than SVBAX: RLBFX (250) vs SVBAX (1000). RLBFX annual gain was more profitable for investors over the last year : 11.69 vs. SVBAX (3.45). RLBFX return over 5 years is better than : 37.38 vs. SVBAX (28.27).
| RLBFX | SVBAX | RLBFX / SVBAX | |
| Total Expense Ratio | 0.29 | 1.03 | 28% |
| Annual Report Gross Expense Ratio | 0.29 | 1.04 | 28% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.503 | 1.806 | 139% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.4B | 4,222% |
| Annual Yield % from dividends | 2.13 | 1.55 | 138% |
| Returns for 1 year | 11.69 | 3.45 | 339% |
| Returns for 3 years | 38.02 | 32.72 | 116% |
| Returns for 5 years | 37.38 | 28.27 | 132% |
| Returns for 10 years | 91.94 | 102.69 | 90% |
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