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RLBAX vs SVBCX
RLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCX
American Funds American Balanced R1
Price$34.49
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.69B
JHancock Balanced C
Price$28.63
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets5.62B
RLBAX vs SVBCX Comparison Chart
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RLBAX vs. SVBCX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B vs. SVBCX (5.62B). RLBAX pays higher dividends than SVBCX: RLBAX (1.28) vs SVBCX (0.92). 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). RLBAX annual gain was more profitable for investors over the last year : 3.94 vs. SVBCX (2.81). SVBCX return over 5 years is better than : 41.64 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 | 1.685 | 0.578 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 5.62B | 4,236% |
| Annual Yield % from dividends | 1.28 | 0.92 | 139% |
| Returns for 1 year | 3.94 | 2.81 | 140% |
| Returns for 3 years | 20.37 | 25.69 | 79% |
| Returns for 5 years | 33.77 | 41.64 | 81% |
| Returns for 10 years | 46.09 | 57.53 | 80% |
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