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BALCX vs SVBAX
BALCX vs SVBAX Comparison
Open Charts BALCX vs SVBAX
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 %
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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.
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).
| 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 | 8.597 | 7.628 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 5.96B | 4,261% |
| Annual Yield % from dividends | 1.19 | 1.56 | 76% |
| Returns for 1 year | 9.43 | 10.33 | 91% |
| Returns for 3 years | 32.20 | 38.58 | 83% |
| Returns for 5 years | 35.43 | 45.11 | 79% |
| Returns for 10 years | 58.21 | 81.44 | 71% |
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