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BALCX vs SVBAX
BALCX vs SVBAX Comparison
Open Charts BALCX vs SVBAX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
JHancock Balanced A
Price$30.28
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
BALCX vs SVBAX Comparison Chart in %
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BALCX vs. SVBAX commentary
Jul 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: 252B vs. SVBAX (5.92B). SVBAX pays higher dividends than BALCX: SVBAX (1.56) vs BALCX (1.19). BALCX was incepted earlier than SVBAX: BALCX (24 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 (7.11) and BALCX (7.03) have marching annual gain over last year. SVBAX return over 5 years is better than : 47.35 vs. BALCX (37.14).
| BALCX | SVBAX | BALCX / SVBAX | |
| Total Expense Ratio | 1.31 | 1.03 | 127% |
| Annual Report Gross Expense Ratio | 1.31 | 1.04 | 126% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 7.684 | 6.747 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 1.19 | 1.56 | 76% |
| Returns for 1 year | 7.03 | 7.11 | 99% |
| Returns for 3 years | 32.51 | 39.57 | 82% |
| Returns for 5 years | 37.14 | 47.35 | 78% |
| Returns for 10 years | 58.16 | 80.92 | 72% |
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