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RLBBX vs SVBCX
RLBBX vs SVBCX Comparison
Open Charts RLBBX vs SVBCX
American Funds American Balanced R2
Price$34.80
Change-$0.19 (-0.54%)
VolumeN/A
CapitalizationN/A
JHancock Balanced C
Price$30.03
Change-$0.13 (-0.43%)
VolumeN/A
CapitalizationN/A
RLBBX vs SVBCX Comparison Chart
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RLBBX 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 RLBBX is a Hold and SVBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 230B vs. SVBCX (5.79B). RLBBX pays higher dividends than SVBCX: RLBBX (1.58) vs SVBCX (0.68). RLBBX was incepted earlier than SVBCX: RLBBX (23 years) vs SVBCX (26 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. SVBCX (62.00). 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 : 16.43 vs. RLBBX (11.88). SVBCX return over 5 years is better than : 44.83 vs. RLBBX (28.86).
| RLBBX | SVBCX | RLBBX / 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 | 10.930 | 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 | 1.58 | 0.68 | 232% |
| Returns for 1 year | 11.88 | 16.43 | 72% |
| Returns for 3 years | 10.16 | 14.74 | 69% |
| Returns for 5 years | 28.86 | 44.83 | 64% |
| Returns for 10 years | 40.94 | 68.19 | 60% |