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RLBGX vs SVBAX
RLBGX vs SVBAX Comparison
Open Charts RLBGX vs SVBAX
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JHancock Balanced A
Price$30.28
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
RLBGX vs SVBAX Comparison Chart in %
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RLBGX vs. SVBAX commentary
Jul 07, 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: 252B vs. SVBAX (5.92B). RLBGX pays higher dividends than SVBAX: RLBGX (2.15) 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 : 8.24 vs. SVBAX (7.11). SVBAX return over 5 years is better than : 47.35 vs. RLBGX (43.50).
| 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 | 8.259 | 6.747 | 122% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 2.15 | 1.56 | 138% |
| Returns for 1 year | 8.24 | 7.11 | 116% |
| Returns for 3 years | 36.31 | 39.57 | 92% |
| Returns for 5 years | 43.50 | 47.35 | 92% |
| Returns for 10 years | 68.54 | 80.92 | 85% |
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