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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$34.92
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.69B
JHancock Balanced C
Price$28.63
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets5.62B
RLBFX vs SVBCX Comparison Chart
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RLBFX vs. SVBCX commentary
May 24, 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: 238B vs. SVBCX (5.62B). 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 (0.29). 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 : 5.05 vs. SVBCX (2.81). SVBCX (41.64) and RLBFX (39.77) 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 | 2.075 | 0.578 | 359% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 5.62B | 4,236% |
| Annual Yield % from dividends | 2.26 | 0.92 | 246% |
| Returns for 1 year | 5.05 | 2.81 | 179% |
| Returns for 3 years | 23.43 | 25.69 | 91% |
| Returns for 5 years | 39.77 | 41.64 | 96% |
| Returns for 10 years | 55.01 | 57.53 | 96% |
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