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RLBAX vs SVBCX
RLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCX
American Funds American Balanced R1
Price$35.81
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets248.02B
JHancock Balanced C
Price$29.75
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets5.82B
RLBAX vs SVBCX Comparison Chart in %
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RLBAX vs. SVBCX commentary
Jun 26, 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: 248B vs. SVBCX (5.82B). RLBAX pays higher dividends than SVBCX: RLBAX (1.23) 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). RLBAX annual gain was more profitable for investors over the last year : 5.56 vs. SVBCX (5.10). SVBCX return over 5 years is better than : 43.80 vs. RLBAX (37.24).
| 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 | 5.558 | 4.558 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 5.82B | 4,260% |
| Annual Yield % from dividends | 1.23 | 0.89 | 138% |
| Returns for 1 year | 5.56 | 5.10 | 109% |
| Returns for 3 years | 29.06 | 33.10 | 88% |
| Returns for 5 years | 37.24 | 43.80 | 85% |
| Returns for 10 years | 53.75 | 66.88 | 80% |
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