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RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$38.90
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
JHancock Balanced C
Price$31.71
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets6.18B
RLBEX vs SVBCX Comparison Chart in %
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RLBEX vs. SVBCX commentary
Oct 05, 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: 266B vs. SVBCX (6.18B). RLBEX pays higher dividends than SVBCX: RLBEX (1.74) vs SVBCX (0.87). 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). SVBCX annual gain was more profitable for investors over the last year : 10.77 vs. RLBEX (9.85). RLBEX (45.00) and SVBCX (43.97) have equivalent 5 years return.
| 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 | 14.513 | 11.767 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.18B | 4,302% |
| Annual Yield % from dividends | 1.74 | 0.87 | 199% |
| Returns for 1 year | 9.85 | 10.77 | 92% |
| Returns for 3 years | 47.24 | 46.24 | 102% |
| Returns for 5 years | 45.00 | 43.97 | 102% |
| Returns for 10 years | 80.90 | 87.09 | 93% |
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