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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JHancock Balanced C
Price$29.13
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets5.75B
RLBFX vs SVBCX Comparison Chart
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RLBFX vs. SVBCX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. SVBCX (5.75B). 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). RLBFX (9.54) and SVBCX (9.38) have marching annual gain over last year. SVBCX return over 5 years is better than : 38.71 vs. RLBFX (31.70).
| 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 | 2.908 | 3.012 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 5.75B | 4,211% |
| Annual Yield % from dividends | 2.50 | 0.68 | 367% |
| Returns for 1 year | 9.54 | 9.38 | 102% |
| Returns for 3 years | 18.32 | 19.88 | 92% |
| Returns for 5 years | 31.70 | 38.71 | 82% |
| Returns for 10 years | 55.11 | 62.41 | 88% |