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RLBBX vs SVBCX
RLBBX vs SVBCX Comparison
Open Charts RLBBX vs SVBCX
American Funds American Balanced R2
Price$35.28
Change-$0.21 (-0.59%)
VolumeN/A
Net Assets243.93B
JHancock Balanced C
Price$29.41
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets5.74B
RLBBX vs SVBCX Comparison Chart
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RLBBX vs. SVBCX commentary
Jun 10, 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 RLBBX is a Buy and SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. SVBCX (5.74B). RLBBX pays higher dividends than SVBCX: RLBBX (1.23) vs SVBCX (0.89). RLBBX was incepted earlier than SVBCX: RLBBX (23 years) vs SVBCX (26 years). SVBCX (1.74) is less costly to investors than RLBBX (1.32). SVBCX is a more actively managed with annual turnover of: 67.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than SVBCX: RLBBX (250) vs SVBCX (1000). RLBBX annual gain was more profitable for investors over the last year : 6.87 vs. SVBCX (5.33). SVBCX return over 5 years is better than : 38.12 vs. RLBBX (30.64).
| RLBBX | SVBCX | RLBBX / SVBCX | |
| Total Expense Ratio | 1.32 | 1.73 | 76% |
| Annual Report Gross Expense Ratio | 1.32 | 1.74 | 76% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 4.494 | 2.928 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.74B | 4,252% |
| Annual Yield % from dividends | 1.23 | 0.89 | 138% |
| Returns for 1 year | 6.87 | 5.33 | 129% |
| Returns for 3 years | 25.22 | 29.80 | 85% |
| Returns for 5 years | 30.64 | 38.12 | 80% |
| Returns for 10 years | 52.06 | 63.75 | 82% |
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