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RLBCX vs SVBIX
RLBCX vs SVBIX Comparison
Open Charts RLBCX vs SVBIX
American Funds American Balanced R3
Price$38.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
JHancock Balanced I
Price$31.96
Change+$0.14 (+0.44%)
VolumeN/A
Net Assets6.19B
RLBCX vs SVBIX Comparison Chart in %
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RLBCX vs. SVBIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. SVBIX (6.19B). SVBIX pays higher dividends than RLBCX: SVBIX (1.75) vs RLBCX (1.46). 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 : 11.79 vs. RLBCX (8.62). SVBIX return over 5 years is better than : 44.92 vs. RLBCX (36.95).
| 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 | 13.744 | 13.023 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.19B | 4,247% |
| Annual Yield % from dividends | 1.46 | 1.75 | 84% |
| Returns for 1 year | 8.62 | 11.79 | 73% |
| Returns for 3 years | 39.76 | 46.43 | 86% |
| Returns for 5 years | 36.95 | 44.92 | 82% |
| Returns for 10 years | 67.89 | 97.07 | 70% |
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