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BALCX vs SVBAX
BALCX vs SVBAX Comparison
Open Charts BALCX vs SVBAX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHancock Balanced A
Price$31.24
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.07B
BALCX vs SVBAX Comparison Chart in %
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BALCX vs. SVBAX 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 BALCX is a Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. SVBAX (6.07B). SVBAX pays higher dividends than BALCX: SVBAX (1.52) vs BALCX (1.16). BALCX was incepted earlier than SVBAX: BALCX (25 years) vs SVBAX (33 years). BALCX (1.31) is less costly to investors than SVBAX (1.04). SVBAX is a more actively managed with annual turnover of: 67.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than SVBAX: BALCX (250) vs SVBAX (1000). SVBAX annual gain was more profitable for investors over the last year : 10.97 vs. BALCX (9.12). SVBAX return over 5 years is better than : 43.41 vs. BALCX (35.50).
| BALCX | SVBAX | BALCX / SVBAX | |
| Total Expense Ratio | 1.31 | 1.03 | 127% |
| Annual Report Gross Expense Ratio | 1.31 | 1.04 | 126% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 10.835 | 10.131 | 107% |
| Front Load | N/A | 5% | - |
| 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 | 1.16 | 1.52 | 76% |
| Returns for 1 year | 9.12 | 10.97 | 83% |
| Returns for 3 years | 37.20 | 43.23 | 86% |
| Returns for 5 years | 35.50 | 43.41 | 82% |
| Returns for 10 years | 67.85 | 92.93 | 73% |
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