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RLBCX vs SVBIX
RLBCX vs SVBIX Comparison
Open Charts RLBCX vs SVBIX
American Funds American Balanced R3
Price$32.90
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
JHancock Balanced I
Price$27.01
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets5.26B
RLBCX vs SVBIX Comparison Chart
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RLBCX vs. SVBIX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 224B vs. SVBIX (5.26B). SVBIX pays higher dividends than RLBCX: SVBIX (1.93) vs RLBCX (1.69). 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). RLBCX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (67.00). RLBCX has a lower initial minimum investment than SVBIX: RLBCX (250) vs SVBIX (250000). RLBCX annual gain was more profitable for investors over the last year : 0.57 vs. SVBIX (-2.07). SVBIX return over 5 years is better than : 43.89 vs. RLBCX (33.56).
| 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 | -3.321 | -6.096 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 5.26B | 4,261% |
| Annual Yield % from dividends | 1.69 | 1.93 | 88% |
| Returns for 1 year | 0.57 | -2.07 | -27% |
| Returns for 3 years | 9.53 | 12.16 | 78% |
| Returns for 5 years | 33.56 | 43.89 | 76% |
| Returns for 10 years | 43.10 | 58.49 | 74% |
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