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RLBGX vs SVBIX
RLBGX vs SVBIX Comparison
Open Charts RLBGX vs SVBIX
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JHancock Balanced I
Price$29.46
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
RLBGX vs SVBIX Comparison Chart
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RLBGX vs. SVBIX 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 SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. SVBIX (5.75B). RLBGX pays higher dividends than SVBIX: RLBGX (2.23) vs SVBIX (1.86). RLBGX was incepted earlier than SVBIX: RLBGX (16 years) vs SVBIX (23 years). SVBIX (0.74) is less costly to investors than RLBGX (0.25). SVBIX is a more actively managed with annual turnover of: 67.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than SVBIX: RLBGX (250) vs SVBIX (250000). RLBGX annual gain was more profitable for investors over the last year : 5.63 vs. SVBIX (5.17). SVBIX return over 5 years is better than : 47.90 vs. RLBGX (40.35).
| RLBGX | SVBIX | RLBGX / SVBIX | |
| Total Expense Ratio | 0.25 | 0.73 | 34% |
| Annual Report Gross Expense Ratio | 0.25 | 0.74 | 34% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | 4.592 | 3.611 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 2.23 | 1.86 | 120% |
| Returns for 1 year | 5.63 | 5.17 | 109% |
| Returns for 3 years | 33.78 | 38.16 | 89% |
| Returns for 5 years | 40.35 | 47.90 | 84% |
| Returns for 10 years | 60.87 | 76.25 | 80% |
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