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BALCX vs SVBCX
BALCX vs SVBCX Comparison
Open Charts BALCX vs SVBCX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
JHancock Balanced C
Price$30.24
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets5.92B
BALCX vs SVBCX Comparison Chart in %
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BALCX vs. SVBCX commentary
Jul 07, 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: 252B vs. SVBCX (5.92B). 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). BALCX annual gain was more profitable for investors over the last year : 7.03 vs. SVBCX (6.34). SVBCX return over 5 years is better than : 43.17 vs. BALCX (37.14).
| 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 | 7.684 | 6.351 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 1.19 | 0.90 | 132% |
| Returns for 1 year | 7.03 | 6.34 | 111% |
| Returns for 3 years | 32.51 | 36.94 | 88% |
| Returns for 5 years | 37.14 | 43.17 | 86% |
| Returns for 10 years | 58.16 | 71.83 | 81% |
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