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RLBAX vs SVBCX
RLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCX
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
JHancock Balanced C
Price$30.64
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
RLBAX vs SVBCX Comparison Chart in %
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RLBAX vs. SVBCX commentary
Aug 17, 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 RLBAX is a Buy and SVBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. SVBCX (5.99B). RLBAX pays higher dividends than SVBCX: RLBAX (1.17) vs SVBCX (0.90). RLBAX was incepted earlier than SVBCX: RLBAX (23 years) vs SVBCX (26 years). SVBCX (1.74) is less costly to investors than RLBAX (1.31). SVBCX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than SVBCX: RLBAX (250) vs SVBCX (1000). SVBCX annual gain was more profitable for investors over the last year : 8.27 vs. RLBAX (7.15). SVBCX return over 5 years is better than : 38.76 vs. RLBAX (33.77).
| RLBAX | SVBCX | RLBAX / SVBCX | |
| Total Expense Ratio | 1.31 | 1.73 | 76% |
| Annual Report Gross Expense Ratio | 1.31 | 1.74 | 75% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 9.243 | 7.758 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.99B | 4,274% |
| Annual Yield % from dividends | 1.17 | 0.90 | 130% |
| Returns for 1 year | 7.15 | 8.27 | 86% |
| Returns for 3 years | 27.06 | 29.05 | 93% |
| Returns for 5 years | 33.77 | 38.76 | 87% |
| Returns for 10 years | 59.12 | 73.54 | 80% |
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