Interact to see
Advertisement
Advertisement
RLBGX vs SVBCX
RLBGX vs SVBCX Comparison
Open Charts RLBGX vs SVBCX
American Funds American Balanced R6
Price$34.89
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
RLBGX vs SVBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBGX 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 RLBGX is a Buy and SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 238B vs. SVBCX (5.62B). RLBGX pays higher dividends than SVBCX: RLBGX (2.31) vs SVBCX (0.92). RLBGX was incepted earlier than SVBCX: RLBGX (16 years) vs SVBCX (26 years). SVBCX (1.74) is less costly to investors than RLBGX (0.25). SVBCX is a more actively managed with annual turnover of: 67.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than SVBCX: RLBGX (250) vs SVBCX (1000). RLBGX annual gain was more profitable for investors over the last year : 5.13 vs. SVBCX (2.81). SVBCX (41.64) and RLBGX (40.10) have equivalent 5 years return.
| RLBGX | SVBCX | RLBGX / SVBCX | |
| Total Expense Ratio | 0.25 | 1.73 | 14% |
| Annual Report Gross Expense Ratio | 0.25 | 1.74 | 14% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 2.119 | 0.578 | 367% |
| 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 | 2.31 | 0.92 | 252% |
| Returns for 1 year | 5.13 | 2.81 | 182% |
| Returns for 3 years | 23.60 | 25.69 | 92% |
| Returns for 5 years | 40.10 | 41.64 | 96% |
| Returns for 10 years | 55.38 | 57.53 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement