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RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced C
Price$30.64
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
RLBEX vs SVBCX Comparison Chart in %
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RLBEX vs. SVBCX commentary
Aug 17, 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: 256B vs. SVBCX (5.99B). RLBEX pays higher dividends than SVBCX: RLBEX (1.81) 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). SVBCX (8.27) and RLBEX (7.95) have marching annual gain over last year. SVBCX (38.76) and RLBEX (37.99) 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 | 9.737 | 7.758 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.99B | 4,274% |
| Annual Yield % from dividends | 1.81 | 0.90 | 202% |
| Returns for 1 year | 7.95 | 8.27 | 96% |
| Returns for 3 years | 29.52 | 29.05 | 102% |
| Returns for 5 years | 37.99 | 38.76 | 98% |
| Returns for 10 years | 68.32 | 73.54 | 93% |
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