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RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$35.01
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
JHancock Balanced C
Price$30.03
Change-$0.13 (-0.43%)
VolumeN/A
CapitalizationN/A
RLBEX vs SVBCX Comparison Chart
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RLBEX vs. SVBCX commentary
Dec 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 230B vs. SVBCX (5.79B). 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 annual gain was more profitable for investors over the last year : 16.43 vs. RLBEX (12.54). SVBCX return over 5 years is better than : 44.83 vs. RLBEX (32.64).
| 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 | 11.518 | 15.421 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 5.79B | 3,975% |
| Annual Yield % from dividends | 2.24 | 0.68 | 327% |
| Returns for 1 year | 12.54 | 16.43 | 76% |
| Returns for 3 years | 11.73 | 14.74 | 80% |
| Returns for 5 years | 32.64 | 44.83 | 73% |
| Returns for 10 years | 48.28 | 68.19 | 71% |
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