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RLBBX vs SVBCX
RLBBX vs SVBCX Comparison
Open Charts RLBBX vs SVBCX
American Funds American Balanced R2
Price$37.63
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHancock Balanced C
Price$31.17
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.07B
RLBBX vs SVBCX Comparison Chart in %
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RLBBX vs. SVBCX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 258B vs. SVBCX (6.07B). RLBBX pays higher dividends than SVBCX: RLBBX (1.15) 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). SVBCX annual gain was more profitable for investors over the last year : 10.05 vs. RLBBX (9.11). SVBCX return over 5 years is better than : 39.10 vs. RLBBX (35.40).
| 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 | 10.795 | 9.446 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.07B | 4,250% |
| Annual Yield % from dividends | 1.15 | 0.89 | 130% |
| Returns for 1 year | 9.11 | 10.05 | 91% |
| Returns for 3 years | 37.13 | 40.37 | 92% |
| Returns for 5 years | 35.40 | 39.10 | 91% |
| Returns for 10 years | 67.75 | 82.99 | 82% |
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