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RLBCX vs SVBIX
RLBCX vs SVBIX Comparison
Open Charts RLBCX vs SVBIX
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
JHancock Balanced I
Price$29.16
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets5.75B
RLBCX vs SVBIX Comparison Chart
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RLBCX vs. SVBIX commentary
Feb 23, 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 Hold and SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. SVBIX (5.75B). RLBCX pays higher dividends than SVBIX: RLBCX (1.98) vs SVBIX (1.57). RLBCX was incepted earlier than SVBIX: RLBCX (23 years) vs SVBIX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (62.00). 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 : 9.44 vs. RLBCX (8.85). SVBIX return over 5 years is better than : 42.83 vs. RLBCX (28.37).
| RLBCX | SVBIX | RLBCX / SVBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.844 | 2.172 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 5.75B | 4,211% |
| Annual Yield % from dividends | 1.98 | 1.57 | 125% |
| Returns for 1 year | 8.85 | 9.44 | 94% |
| Returns for 3 years | 16.79 | 21.57 | 78% |
| Returns for 5 years | 28.37 | 42.83 | 66% |
| Returns for 10 years | 50.06 | 72.46 | 69% |
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