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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$36.21
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets248.02B
JHancock Balanced C
Price$29.75
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets5.82B
RLBFX vs SVBCX Comparison Chart in %
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RLBFX vs. SVBCX commentary
Jun 26, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 248B vs. SVBCX (5.82B). RLBFX pays higher dividends than SVBCX: RLBFX (2.18) vs SVBCX (0.89). 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 annual gain was more profitable for investors over the last year : 6.71 vs. SVBCX (5.10). SVBCX (43.80) and RLBFX (43.43) 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 | 6.084 | 4.558 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 5.82B | 4,260% |
| Annual Yield % from dividends | 2.18 | 0.89 | 245% |
| Returns for 1 year | 6.71 | 5.10 | 132% |
| Returns for 3 years | 32.66 | 33.10 | 99% |
| Returns for 5 years | 43.43 | 43.80 | 99% |
| Returns for 10 years | 63.63 | 66.88 | 95% |
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