Ad is loading...
RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$35.13
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
JHancock Balanced C
Price$30.03
Change-$0.13 (-0.43%)
VolumeN/A
CapitalizationN/A
RLBFX vs SVBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBFX 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 RLBFX is a Hold and SVBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 230B vs. SVBCX (5.79B). RLBFX pays higher dividends than SVBCX: RLBFX (2.50) vs SVBCX (0.68). RLBFX was incepted earlier than SVBCX: RLBFX (23 years) vs SVBCX (26 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. SVBCX (62.00). RLBFX has a lower initial minimum investment than SVBCX: RLBFX (250) vs SVBCX (1000). SVBCX annual gain was more profitable for investors over the last year : 16.43 vs. RLBFX (12.81). SVBCX return over 5 years is better than : 44.83 vs. RLBFX (34.29).
| RLBFX | SVBCX | RLBFX / 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 | 11.792 | 15.421 | 76% |
| 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 | 2.50 | 0.68 | 367% |
| Returns for 1 year | 12.81 | 16.43 | 78% |
| Returns for 3 years | 12.40 | 14.74 | 84% |
| Returns for 5 years | 34.29 | 44.83 | 76% |
| Returns for 10 years | 48.83 | 68.19 | 72% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers