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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$39.82
Change-$0.50 (-1.24%)
VolumeN/A
Net Assets269.37B
JHancock Balanced A
Price$32.55
Change-$0.33 (-1.00%)
VolumeN/A
Net Assets6.31B
RLBFX vs SVBAX Comparison Chart in %
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A.I.Advisor
published Highlights
Market Cap
The average market capitalization across the group is 137.87B. The market cap for tickers in the group ranges from 6.37B to 269.37B. RLBFX holds the highest valuation in this group at 269.37B. The lowest valued company is SVBAX at 6.37B.
High and low price notable news
The average weekly price growth across all stocks in the group was 1%. For the same group, the average monthly price growth was 2%, and the average quarterly price growth was 13%. RLBFX experienced the highest price growth at 1%, while SVBAX experienced the biggest fall at 0%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
RLBFX vs. SVBAX commentary
Dec 13, 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 StrongBuy and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. SVBAX (6.31B). RLBFX pays higher dividends than SVBAX: RLBFX (1.93) vs SVBAX (1.45). 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: 67.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than SVBAX: RLBFX (250) vs SVBAX (1000). SVBAX (11.00) and RLBFX (10.93) have marching annual gain over last year. SVBAX return over 5 years is better than : 45.27 vs. RLBFX (42.52).
| 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 | 18.535 | 16.366 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.31B | 4,266% |
| Annual Yield % from dividends | 1.93 | 1.45 | 133% |
| Returns for 1 year | 10.93 | 11.00 | 99% |
| Returns for 3 years | 45.02 | 48.54 | 93% |
| Returns for 5 years | 42.52 | 45.27 | 94% |
| Returns for 10 years | 84.17 | 104.67 | 80% |
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