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RLBBX vs SVBCX
RLBBX vs SVBCX Comparison
Open Charts RLBBX vs SVBCX
American Funds American Balanced R2
Price$36.39
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
JHancock Balanced C
Price$30.14
Change+$0.06 (+0.20%)
VolumeN/A
Net Assets5.9B
RLBBX vs SVBCX Comparison Chart in %
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RLBBX vs. SVBCX commentary
Jul 03, 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: 251B vs. SVBCX (5.9B). RLBBX pays higher dividends than SVBCX: RLBBX (1.17) vs SVBCX (0.90). 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 : 7.11 vs. SVBCX (6.30). SVBCX return over 5 years is better than : 42.42 vs. RLBBX (36.40).
| 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 | 7.144 | 5.789 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 5.9B | 4,256% |
| Annual Yield % from dividends | 1.17 | 0.90 | 130% |
| Returns for 1 year | 7.11 | 6.30 | 113% |
| Returns for 3 years | 31.83 | 36.22 | 88% |
| Returns for 5 years | 36.40 | 42.42 | 86% |
| Returns for 10 years | 57.00 | 70.46 | 81% |
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