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RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$36.76
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.9B
JHancock Balanced C
Price$30.15
Change-$0.09 (-0.30%)
VolumeN/A
Net Assets5.92B
RLBEX vs SVBCX Comparison Chart in %
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RLBEX vs. SVBCX commentary
Jul 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 RLBEX is a Buy and SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 253B vs. SVBCX (5.92B). RLBEX pays higher dividends than SVBCX: RLBEX (1.83) vs SVBCX (0.90). 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 : 6.76 vs. SVBCX (5.50). SVBCX (40.91) and RLBEX (40.03) 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 | 7.917 | 6.351 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 5.92B | 4,274% |
| Annual Yield % from dividends | 1.83 | 0.90 | 202% |
| Returns for 1 year | 6.76 | 5.50 | 123% |
| Returns for 3 years | 36.01 | 37.30 | 97% |
| Returns for 5 years | 40.03 | 40.91 | 98% |
| Returns for 10 years | 64.87 | 69.92 | 93% |
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