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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
JHancock Balanced C
Price$27.33
Change-$0.86 (-3.05%)
VolumeN/A
Net Assets5.57B
RLBFX vs SVBCX Comparison Chart
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RLBFX vs. SVBCX commentary
Apr 04, 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 Hold and SVBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. SVBCX (5.57B). RLBFX pays higher dividends than SVBCX: RLBFX (2.26) vs SVBCX (0.92). RLBFX was incepted earlier than SVBCX: RLBFX (23 years) vs SVBCX (26 years). SVBCX (1.74) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. SVBCX (67.00). 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 : 1.96 vs. RLBFX (1.68). SVBCX return over 5 years is better than : 55.40 vs. RLBFX (48.03).
| RLBFX | SVBCX | RLBFX / SVBCX | |
| Total Expense Ratio | 0.30 | 1.73 | 17% |
| Annual Report Gross Expense Ratio | 0.30 | 1.74 | 17% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | -2.099 | -1.140 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 5.57B | 4,216% |
| Annual Yield % from dividends | 2.26 | 0.92 | 245% |
| Returns for 1 year | 1.68 | 1.96 | 85% |
| Returns for 3 years | 9.95 | 11.97 | 83% |
| Returns for 5 years | 48.03 | 55.40 | 87% |
| Returns for 10 years | 50.46 | 57.03 | 88% |
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