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RLBAX vs SVBCX
RLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCX
American Funds American Balanced R1
Price$34.76
Change-$0.19 (-0.54%)
VolumeN/A
CapitalizationN/A
JHancock Balanced C
Price$30.03
Change-$0.13 (-0.43%)
VolumeN/A
CapitalizationN/A
RLBAX vs SVBCX Comparison Chart
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RLBAX vs. SVBCX commentary
Dec 18, 2024
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 Hold and SVBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 230B vs. SVBCX (5.79B). 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 : 16.43 vs. RLBAX (11.90). SVBCX return over 5 years is better than : 44.83 vs. RLBAX (28.83).
| 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 | 10.911 | 15.421 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 5.79B | 3,975% |
| Annual Yield % from dividends | 1.59 | 0.68 | 233% |
| Returns for 1 year | 11.90 | 16.43 | 72% |
| Returns for 3 years | 10.12 | 14.74 | 69% |
| Returns for 5 years | 28.83 | 44.83 | 64% |
| Returns for 10 years | 40.93 | 68.19 | 60% |
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