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RLBAX vs SVBCX
RLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCX
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
JHancock Balanced C
Price$27.33
Change-$0.86 (-3.05%)
VolumeN/A
Net Assets5.57B
RLBAX vs SVBCX Comparison Chart
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RLBAX vs. SVBCX commentary
Apr 04, 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 Hold and SVBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. SVBCX (5.57B). RLBAX pays higher dividends than SVBCX: RLBAX (1.27) 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 (1.33). RLBAX is a more actively managed with annual turnover of: 171.00 vs. SVBCX (67.00). 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 : 1.96 vs. RLBAX (0.57). SVBCX return over 5 years is better than : 55.40 vs. RLBAX (41.60).
| RLBAX | SVBCX | RLBAX / SVBCX | |
| Total Expense Ratio | 1.33 | 1.73 | 77% |
| Annual Report Gross Expense Ratio | 1.33 | 1.74 | 76% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | -2.348 | -1.140 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 5.57B | 4,216% |
| Annual Yield % from dividends | 1.27 | 0.92 | 138% |
| Returns for 1 year | 0.57 | 1.96 | 29% |
| Returns for 3 years | 7.24 | 11.97 | 61% |
| Returns for 5 years | 41.60 | 55.40 | 75% |
| Returns for 10 years | 41.83 | 57.03 | 73% |
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