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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$39.03
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
JHancock Balanced C
Price$31.71
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets6.18B
RLBFX vs SVBCX Comparison Chart in %
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RLBFX vs. SVBCX commentary
Oct 05, 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: 266B vs. SVBCX (6.18B). RLBFX pays higher dividends than SVBCX: RLBFX (2.00) vs SVBCX (0.87). 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). SVBCX annual gain was more profitable for investors over the last year : 10.77 vs. RLBFX (10.17). RLBFX return over 5 years is better than : 46.85 vs. SVBCX (43.97).
| 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 | 14.743 | 11.767 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.18B | 4,302% |
| Annual Yield % from dividends | 2.00 | 0.87 | 229% |
| Returns for 1 year | 10.17 | 10.77 | 94% |
| Returns for 3 years | 48.45 | 46.24 | 105% |
| Returns for 5 years | 46.85 | 43.97 | 107% |
| Returns for 10 years | 81.97 | 87.09 | 94% |
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