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RLBAX vs SVBCX
RLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCX
American Funds American Balanced R1
Price$35.04
Change+$0.23 (+0.66%)
VolumeN/A
Net Assets241.03B
JHancock Balanced C
Price$29.47
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets5.78B
RLBAX vs SVBCX Comparison Chart
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RLBAX vs. SVBCX commentary
Jan 31, 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: 241B vs. SVBCX (5.78B). RLBAX pays higher dividends than SVBCX: RLBAX (1.59) vs SVBCX (0.68). RLBAX was incepted earlier than SVBCX: RLBAX (23 years) vs SVBCX (26 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. SVBCX (62.00). 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 : 11.88 vs. RLBAX (11.22). SVBCX return over 5 years is better than : 41.01 vs. RLBAX (29.68).
| RLBAX | SVBCX | RLBAX / SVBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 3.029 | 2.802 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 5.78B | 4,172% |
| Annual Yield % from dividends | 1.59 | 0.68 | 233% |
| Returns for 1 year | 11.22 | 11.88 | 94% |
| Returns for 3 years | 12.82 | 15.31 | 84% |
| Returns for 5 years | 29.68 | 41.01 | 72% |
| Returns for 10 years | 51.41 | 66.67 | 77% |