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RLBAX vs SVBCX
RLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCX
American Funds American Balanced R1
Price$38.59
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
JHancock Balanced C
Price$31.71
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets6.18B
RLBAX vs SVBCX Comparison Chart in %
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RLBAX vs. SVBCX commentary
Oct 05, 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: 266B vs. SVBCX (6.18B). RLBAX pays higher dividends than SVBCX: RLBAX (1.10) vs SVBCX (0.87). 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 : 10.77 vs. RLBAX (8.99). SVBCX return over 5 years is better than : 43.97 vs. RLBAX (40.51).
| 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 | 13.858 | 11.767 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.18B | 4,302% |
| Annual Yield % from dividends | 1.10 | 0.87 | 126% |
| Returns for 1 year | 8.99 | 10.77 | 84% |
| Returns for 3 years | 44.14 | 46.24 | 95% |
| Returns for 5 years | 40.51 | 43.97 | 92% |
| Returns for 10 years | 70.61 | 87.09 | 81% |
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