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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHancock Balanced C
Price$31.17
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.07B
RLBFX vs SVBCX Comparison Chart in %
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RLBFX vs. SVBCX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 258B vs. SVBCX (6.07B). RLBFX pays higher dividends than SVBCX: RLBFX (2.05) vs SVBCX (0.89). 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 (10.28) and SVBCX (10.05) have marching annual gain over last year. RLBFX return over 5 years is better than : 41.46 vs. SVBCX (39.10).
| 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 | 11.562 | 9.446 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.07B | 4,250% |
| Annual Yield % from dividends | 2.05 | 0.89 | 231% |
| Returns for 1 year | 10.28 | 10.05 | 102% |
| Returns for 3 years | 40.92 | 40.37 | 101% |
| Returns for 5 years | 41.46 | 39.10 | 106% |
| Returns for 10 years | 78.40 | 82.99 | 94% |
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