BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
SVBAX
Price
$30.53
Change
+$0.09 (+0.30%)
Updated
Jul 25 closing price
Net Assets
5.96B
Interact to see
Advertisement

BALCX vs SVBAX

Header iconBALCX vs SVBAX Comparison
Open Charts BALCX vs SVBAXBanner chart's image
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JHancock Balanced A
Price$30.53
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
BALCX vs SVBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BALCX vs. SVBAX commentary
Jul 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. SVBAX (5.96B). 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 annual gain was more profitable for investors over the last year : 10.33 vs. BALCX (9.43). SVBAX return over 5 years is better than : 45.11 vs. BALCX (35.43).
BALCXSVBAXBALCX / SVBAX
Total Expense Ratio1.311.03127%
Annual Report Gross Expense Ratio1.311.04126%
Fund Existence24 years33 years-
Gain YTD8.5977.628113%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets254B5.96B4,261%
Annual Yield % from dividends1.191.5676%
Returns for 1 year9.4310.3391%
Returns for 3 years32.2038.5883%
Returns for 5 years35.4345.1179%
Returns for 10 years58.2181.4471%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SRZN8.950.12
+1.42%
Surrozen
EPAM170.741.79
+1.06%
Epam Systems
DK22.690.10
+0.44%
Delek US Holdings
SB4.24-0.02
-0.47%
Safe Bulkers
TNFA0.12-0.02
-11.52%
TNF Pharmaceuticals Inc.