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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
JHancock Balanced C
Price$31.92
Change+$0.14 (+0.44%)
VolumeN/A
Net Assets6.19B
RLBFX vs SVBCX Comparison Chart in %
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RLBFX vs. SVBCX commentary
Nov 20, 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: 263B vs. SVBCX (6.19B). RLBFX pays higher dividends than SVBCX: RLBFX (1.97) vs SVBCX (0.86). RLBFX was incepted earlier than SVBCX: RLBFX (24 years) vs SVBCX (27 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 : 10.67 vs. RLBFX (9.32). RLBFX (40.53) and SVBCX (38.86) 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 | 24 years | 27 years | - |
| Gain YTD | 14.331 | 12.014 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.19B | 4,247% |
| Annual Yield % from dividends | 1.97 | 0.86 | 230% |
| Returns for 1 year | 9.32 | 10.67 | 87% |
| Returns for 3 years | 42.18 | 42.33 | 100% |
| Returns for 5 years | 40.53 | 38.86 | 104% |
| Returns for 10 years | 74.39 | 82.75 | 90% |
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