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RLBFX vs SVBAX
RLBFX vs SVBAX Comparison
Open Charts RLBFX vs SVBAX
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JHancock Balanced A
Price$32.17
Change-$0.37 (-1.14%)
VolumeN/A
Net Assets6.25B
RLBFX vs SVBAX Comparison Chart in %
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RLBFX vs. SVBAX commentary
Nov 14, 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 Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. SVBAX (6.25B). RLBFX pays higher dividends than SVBAX: RLBFX (1.97) vs SVBAX (1.48). 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 annual gain was more profitable for investors over the last year : 12.89 vs. RLBFX (10.28). SVBAX return over 5 years is better than : 45.76 vs. RLBFX (43.06).
| 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 | 16.507 | 15.162 | 109% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.25B | 4,301% |
| Annual Yield % from dividends | 1.97 | 1.48 | 133% |
| Returns for 1 year | 10.28 | 12.89 | 80% |
| Returns for 3 years | 44.74 | 48.61 | 92% |
| Returns for 5 years | 43.06 | 45.76 | 94% |
| Returns for 10 years | 81.39 | 100.22 | 81% |
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