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RLBGX vs SVBAX
RLBGX vs SVBAX Comparison
Open Charts RLBGX vs SVBAX
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JHancock Balanced A
Price$29.48
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
RLBGX vs SVBAX Comparison Chart
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RLBGX vs. SVBAX commentary
Jun 16, 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 RLBGX is a Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. SVBAX (5.75B). RLBGX pays higher dividends than SVBAX: RLBGX (2.23) vs SVBAX (1.56). RLBGX was incepted earlier than SVBAX: RLBGX (16 years) vs SVBAX (33 years). SVBAX (1.04) is less costly to investors than RLBGX (0.25). SVBAX is a more actively managed with annual turnover of: 67.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than SVBAX: RLBGX (250) vs SVBAX (1000). RLBGX annual gain was more profitable for investors over the last year : 5.63 vs. SVBAX (4.85). SVBAX return over 5 years is better than : 46.15 vs. RLBGX (40.35).
| RLBGX | SVBAX | RLBGX / SVBAX | |
| Total Expense Ratio | 0.25 | 1.03 | 24% |
| Annual Report Gross Expense Ratio | 0.25 | 1.04 | 24% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 4.592 | 3.458 | 133% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 2.23 | 1.56 | 142% |
| Returns for 1 year | 5.63 | 4.85 | 116% |
| Returns for 3 years | 33.78 | 37.08 | 91% |
| Returns for 5 years | 40.35 | 46.15 | 87% |
| Returns for 10 years | 60.87 | 72.56 | 84% |
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