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RLBGX vs SVBIX
RLBGX vs SVBIX Comparison
Open Charts RLBGX vs SVBIX
American Funds American Balanced R6
Price$36.70
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets252.39B
JHancock Balanced I
Price$30.07
Change-$0.17 (-0.56%)
VolumeN/A
Net Assets5.92B
RLBGX vs SVBIX Comparison Chart in %
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RLBGX vs. SVBIX commentary
Jul 08, 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: 252B vs. SVBIX (5.92B). RLBGX pays higher dividends than SVBIX: RLBGX (2.15) vs SVBIX (1.84). 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 : 8.24 vs. SVBIX (7.44). SVBIX return over 5 years is better than : 49.21 vs. RLBGX (43.50).
| 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 | 8.259 | 6.914 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 2.15 | 1.84 | 116% |
| Returns for 1 year | 8.24 | 7.44 | 111% |
| Returns for 3 years | 36.31 | 40.69 | 89% |
| Returns for 5 years | 43.50 | 49.21 | 88% |
| Returns for 10 years | 68.54 | 84.85 | 81% |