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RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$34.79
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.69B
JHancock Balanced C
Price$28.63
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets5.62B
RLBEX vs SVBCX Comparison Chart
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RLBEX vs. SVBCX commentary
May 24, 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 RLBEX is a Buy and SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 238B vs. SVBCX (5.62B). RLBEX pays higher dividends than SVBCX: RLBEX (1.98) vs SVBCX (0.92). RLBEX was incepted earlier than SVBCX: RLBEX (23 years) vs SVBCX (26 years). SVBCX (1.74) is less costly to investors than RLBEX (0.59). SVBCX is a more actively managed with annual turnover of: 67.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than SVBCX: RLBEX (250) vs SVBCX (1000). RLBEX annual gain was more profitable for investors over the last year : 4.75 vs. SVBCX (2.81). SVBCX return over 5 years is better than : 41.64 vs. RLBEX (38.04).
| RLBEX | SVBCX | RLBEX / SVBCX | |
| Total Expense Ratio | 0.59 | 1.73 | 34% |
| Annual Report Gross Expense Ratio | 0.59 | 1.74 | 34% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 1.976 | 0.578 | 342% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 5.62B | 4,236% |
| Annual Yield % from dividends | 1.98 | 0.92 | 215% |
| Returns for 1 year | 4.75 | 2.81 | 169% |
| Returns for 3 years | 22.57 | 25.69 | 88% |
| Returns for 5 years | 38.04 | 41.64 | 91% |
| Returns for 10 years | 54.30 | 57.53 | 94% |
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