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RLBCX vs SVBIX
RLBCX vs SVBIX Comparison
Open Charts RLBCX vs SVBIX
American Funds American Balanced R3
Price$36.91
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets252.99B
JHancock Balanced I
Price$30.41
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets5.93B
RLBCX vs SVBIX Comparison Chart in %
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RLBCX vs. SVBIX commentary
Aug 09, 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 RLBCX is a Buy and SVBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 253B vs. SVBIX (5.93B). SVBIX pays higher dividends than RLBCX: SVBIX (1.83) vs RLBCX (1.56). RLBCX was incepted earlier than SVBIX: RLBCX (23 years) vs SVBIX (23 years). RLBCX (0.89) is less costly to investors than SVBIX (0.74). SVBIX is a more actively managed with annual turnover of: 67.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than SVBIX: RLBCX (250) vs SVBIX (250000). SVBIX annual gain was more profitable for investors over the last year : 11.28 vs. RLBCX (9.77). SVBIX return over 5 years is better than : 42.85 vs. RLBCX (35.23).
| RLBCX | SVBIX | RLBCX / SVBIX | |
| Total Expense Ratio | 0.89 | 0.73 | 122% |
| Annual Report Gross Expense Ratio | 0.89 | 0.74 | 120% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.712 | 7.338 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 5.93B | 4,265% |
| Annual Yield % from dividends | 1.56 | 1.83 | 85% |
| Returns for 1 year | 9.77 | 11.28 | 87% |
| Returns for 3 years | 30.66 | 35.27 | 87% |
| Returns for 5 years | 35.23 | 42.85 | 82% |
| Returns for 10 years | 61.95 | 84.89 | 73% |
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