Ad is loading...
RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
JHancock Balanced C
Price$27.33
Change-$0.86 (-3.05%)
VolumeN/A
Net Assets5.57B
RLBEX vs SVBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBEX vs. SVBCX commentary
Apr 04, 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 Hold and SVBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B vs. SVBCX (5.57B). RLBEX pays higher dividends than SVBCX: RLBEX (1.97) 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 (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. SVBCX (67.00). 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 : 1.96 vs. RLBEX (1.35). SVBCX return over 5 years is better than : 55.40 vs. RLBEX (46.09).
| RLBEX | SVBCX | RLBEX / SVBCX | |
| Total Expense Ratio | 0.60 | 1.73 | 35% |
| Annual Report Gross Expense Ratio | 0.60 | 1.74 | 34% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | -2.180 | -1.140 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 5.57B | 4,216% |
| Annual Yield % from dividends | 1.97 | 0.92 | 214% |
| Returns for 1 year | 1.35 | 1.96 | 69% |
| Returns for 3 years | 9.13 | 11.97 | 76% |
| Returns for 5 years | 46.09 | 55.40 | 83% |
| Returns for 10 years | 49.74 | 57.03 | 87% |