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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JHancock Balanced C
Price$30.48
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
RLBFX vs SVBCX Comparison Chart in %
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RLBFX vs. SVBCX commentary
Jul 27, 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: 254B vs. SVBCX (5.96B). RLBFX pays higher dividends than SVBCX: RLBFX (2.10) vs SVBCX (0.90). 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 : 10.60 vs. SVBCX (9.55). RLBFX (41.40) and SVBCX (40.95) 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 | 9.189 | 7.195 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 5.96B | 4,261% |
| Annual Yield % from dividends | 2.10 | 0.90 | 232% |
| Returns for 1 year | 10.60 | 9.55 | 111% |
| Returns for 3 years | 35.79 | 36.04 | 99% |
| Returns for 5 years | 41.40 | 40.95 | 101% |
| Returns for 10 years | 68.15 | 72.36 | 94% |
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