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BALCX vs SVBCX
BALCX vs SVBCX Comparison
Open Charts BALCX vs SVBCX
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
JHancock Balanced C
Price$30.48
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
BALCX vs SVBCX Comparison Chart in %
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BALCX vs. SVBCX commentary
Jul 28, 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: 254B vs. SVBCX (5.96B). BALCX pays higher dividends than SVBCX: BALCX (1.19) 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 (9.55) and BALCX (9.43) have marching annual gain over last year. SVBCX return over 5 years is better than : 40.95 vs. BALCX (35.43).
| 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 | 8.597 | 7.195 | 119% |
| Front Load | N/A | N/A | - |
| 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 | 0.90 | 132% |
| Returns for 1 year | 9.43 | 9.55 | 99% |
| Returns for 3 years | 32.20 | 36.04 | 89% |
| Returns for 5 years | 35.43 | 40.95 | 87% |
| Returns for 10 years | 58.21 | 72.36 | 80% |
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