Interact to see
Advertisement
Advertisement
BALCX vs SVBCX
BALCX vs SVBCX Comparison
Open Charts BALCX vs SVBCX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
JHancock Balanced C
Price$30.64
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
BALCX vs SVBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. SVBCX commentary
Aug 19, 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 SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. SVBCX (5.99B). BALCX pays higher dividends than SVBCX: BALCX (1.18) vs SVBCX (0.90). BALCX was incepted earlier than SVBCX: BALCX (24 years) vs SVBCX (26 years). SVBCX (1.74) is less costly to investors than BALCX (1.31). SVBCX is a more actively managed with annual turnover of: 67.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than SVBCX: BALCX (250) vs SVBCX (1000). SVBCX annual gain was more profitable for investors over the last year : 8.27 vs. BALCX (7.16). SVBCX return over 5 years is better than : 38.76 vs. BALCX (33.87).
| BALCX | SVBCX | BALCX / SVBCX | |
| Total Expense Ratio | 1.31 | 1.73 | 76% |
| Annual Report Gross Expense Ratio | 1.31 | 1.74 | 75% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 9.274 | 7.758 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.99B | 4,274% |
| Annual Yield % from dividends | 1.18 | 0.90 | 131% |
| Returns for 1 year | 7.16 | 8.27 | 87% |
| Returns for 3 years | 27.12 | 29.05 | 93% |
| Returns for 5 years | 33.87 | 38.76 | 87% |
| Returns for 10 years | 59.19 | 73.54 | 80% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers