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RLBCX vs SVBIX
RLBCX vs SVBIX Comparison
Open Charts RLBCX vs SVBIX
American Funds American Balanced R3
Price$38.28
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets263.25B
JHancock Balanced I
Price$31.71
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets6.18B
RLBCX vs SVBIX Comparison Chart in %
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RLBCX vs. SVBIX commentary
Sep 18, 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: 263B vs. SVBIX (6.18B). SVBIX pays higher dividends than RLBCX: SVBIX (1.80) vs RLBCX (1.53). RLBCX was incepted earlier than SVBIX: RLBCX (23 years) vs SVBIX (24 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 : 11.51 vs. RLBCX (9.03). SVBIX return over 5 years is better than : 49.81 vs. RLBCX (41.14).
| 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 | 24 years | - |
| Gain YTD | 12.747 | 12.323 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.18B | 4,256% |
| Annual Yield % from dividends | 1.53 | 1.80 | 85% |
| Returns for 1 year | 9.03 | 11.51 | 78% |
| Returns for 3 years | 41.73 | 47.94 | 87% |
| Returns for 5 years | 41.14 | 49.81 | 83% |
| Returns for 10 years | 75.56 | 100.96 | 75% |
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