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RLBAX vs SVBCX
RLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCX
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHancock Balanced C
Price$31.17
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.07B
RLBAX vs SVBCX Comparison Chart in %
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RLBAX vs. SVBCX commentary
Sep 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 RLBAX is a Buy and SVBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 258B vs. SVBCX (6.07B). RLBAX pays higher dividends than SVBCX: RLBAX (1.15) vs SVBCX (0.89). 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 : 10.23 vs. RLBAX (9.12). SVBCX return over 5 years is better than : 39.33 vs. RLBAX (35.40).
| 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 | 10.805 | 9.622 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.07B | 4,250% |
| Annual Yield % from dividends | 1.15 | 0.89 | 130% |
| Returns for 1 year | 9.12 | 10.23 | 89% |
| Returns for 3 years | 37.15 | 40.59 | 92% |
| Returns for 5 years | 35.40 | 39.33 | 90% |
| Returns for 10 years | 67.71 | 83.28 | 81% |
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