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RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JHancock Balanced C
Price$29.13
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets5.75B
RLBEX vs SVBCX Comparison Chart
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RLBEX vs. SVBCX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. SVBCX (5.75B). RLBEX pays higher dividends than SVBCX: RLBEX (2.24) vs SVBCX (0.68). RLBEX was incepted earlier than SVBCX: RLBEX (23 years) vs SVBCX (26 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. SVBCX (62.00). RLBEX has a lower initial minimum investment than SVBCX: RLBEX (250) vs SVBCX (1000). SVBCX (9.38) and RLBEX (9.22) have marching annual gain over last year. SVBCX return over 5 years is better than : 38.71 vs. RLBEX (30.07).
| RLBEX | SVBCX | RLBEX / SVBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 2.889 | 3.012 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 5.75B | 4,211% |
| Annual Yield % from dividends | 2.24 | 0.68 | 327% |
| Returns for 1 year | 9.22 | 9.38 | 98% |
| Returns for 3 years | 17.55 | 19.88 | 88% |
| Returns for 5 years | 30.07 | 38.71 | 78% |
| Returns for 10 years | 54.52 | 62.41 | 87% |
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