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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$37.52
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
RLBFX vs SVBCX Comparison Chart in %
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RLBFX 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 RLBFX is a Buy and SVBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. SVBCX (5.99B). RLBFX pays higher dividends than SVBCX: RLBFX (2.08) vs SVBCX (0.90). RLBFX was incepted earlier than SVBCX: RLBFX (23 years) vs SVBCX (26 years). SVBCX (1.74) is less costly to investors than RLBFX (0.29). SVBCX is a more actively managed with annual turnover of: 67.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than SVBCX: RLBFX (250) vs SVBCX (1000). RLBFX (8.29) and SVBCX (8.27) have marching annual gain over last year. RLBFX (39.76) and SVBCX (38.76) have equivalent 5 years return.
| RLBFX | SVBCX | RLBFX / SVBCX | |
| Total Expense Ratio | 0.29 | 1.73 | 17% |
| Annual Report Gross Expense Ratio | 0.29 | 1.74 | 17% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 9.922 | 7.758 | 128% |
| 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 | 2.08 | 0.90 | 232% |
| Returns for 1 year | 8.29 | 8.27 | 100% |
| Returns for 3 years | 30.56 | 29.05 | 105% |
| Returns for 5 years | 39.76 | 38.76 | 103% |
| Returns for 10 years | 69.21 | 73.54 | 94% |
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