Interact to see
Advertisement
Advertisement
BALCX vs SVBAX
BALCX vs SVBAX Comparison
Open Charts BALCX vs SVBAX
American Funds American Balanced C
Price$39.84
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets269.37B
JHancock Balanced A
Price$32.88
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets6.37B
BALCX vs SVBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. SVBAX commentary
Dec 13, 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 StrongBuy and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. SVBAX (6.37B). SVBAX pays higher dividends than BALCX: SVBAX (1.45) vs BALCX (1.08). 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 : 11.00 vs. BALCX (9.79). SVBAX return over 5 years is better than : 45.27 vs. BALCX (36.51).
| 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 | 17.432 | 16.366 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.37B | 4,226% |
| Annual Yield % from dividends | 1.08 | 1.45 | 75% |
| Returns for 1 year | 9.79 | 11.00 | 89% |
| Returns for 3 years | 40.91 | 48.54 | 84% |
| Returns for 5 years | 36.51 | 45.27 | 81% |
| Returns for 10 years | 72.83 | 104.67 | 70% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement