BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
SVBAX
Price
$30.28
Change
+$0.11 (+0.36%)
Updated
Jul 3 closing price
Net Assets
5.92B
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BALCX vs SVBAX

Header iconBALCX vs SVBAX Comparison
Open Charts BALCX vs SVBAXBanner chart's image
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.

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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).
BALCXSVBAXBALCX / SVBAX
Total Expense Ratio1.311.03127%
Annual Report Gross Expense Ratio1.311.04126%
Fund Existence24 years33 years-
Gain YTD7.6846.747114%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B5.92B4,255%
Annual Yield % from dividends1.191.5676%
Returns for 1 year7.037.1199%
Returns for 3 years32.5139.5782%
Returns for 5 years37.1447.3578%
Returns for 10 years58.1680.9272%
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