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BALCX vs SVBCX
BALCX vs SVBCX Comparison
Open Charts BALCX vs SVBCX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JHancock Balanced C
Price$31.29
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets6.08B
BALCX vs SVBCX Comparison Chart in %
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BALCX vs. SVBCX commentary
Sep 09, 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: 259B vs. SVBCX (6.08B). BALCX pays higher dividends than SVBCX: BALCX (1.16) vs SVBCX (0.89). BALCX was incepted earlier than SVBCX: BALCX (25 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). BALCX annual gain was more profitable for investors over the last year : 10.89 vs. SVBCX (10.23). SVBCX return over 5 years is better than : 39.33 vs. BALCX (36.42).
| BALCX | SVBCX | BALCX / SVBCX | |
| Total Expense Ratio | 1.31 | 1.73 | 76% |
| Annual Report Gross Expense Ratio | 1.31 | 1.74 | 75% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 11.277 | 9.622 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.16 | 0.89 | 131% |
| Returns for 1 year | 10.89 | 10.23 | 107% |
| Returns for 3 years | 34.57 | 40.59 | 85% |
| Returns for 5 years | 36.42 | 39.33 | 93% |
| Returns for 10 years | 69.02 | 83.28 | 83% |
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