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RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHancock Balanced C
Price$31.17
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.07B
RLBEX vs SVBCX Comparison Chart in %
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RLBEX vs. SVBCX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 258B vs. SVBCX (6.07B). RLBEX pays higher dividends than SVBCX: RLBEX (1.79) vs SVBCX (0.89). 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 : 10.05 vs. RLBEX (9.36). SVBCX (39.10) and RLBEX (38.95) 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 | 10.764 | 9.446 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.07B | 4,250% |
| Annual Yield % from dividends | 1.79 | 0.89 | 202% |
| Returns for 1 year | 9.36 | 10.05 | 93% |
| Returns for 3 years | 39.11 | 40.37 | 97% |
| Returns for 5 years | 38.95 | 39.10 | 100% |
| Returns for 10 years | 76.51 | 82.99 | 92% |
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