BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
SVBCX
Price
$30.24
Change
+$0.10 (+0.33%)
Updated
Jul 3 closing price
Net Assets
5.92B
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BALCX vs SVBCX

Header iconBALCX vs SVBCX Comparison
Open Charts BALCX vs SVBCXBanner chart's image
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.

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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).
BALCXSVBCXBALCX / SVBCX
Total Expense Ratio1.311.7376%
Annual Report Gross Expense Ratio1.311.7475%
Fund Existence24 years26 years-
Gain YTD7.6846.351121%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B5.92B4,255%
Annual Yield % from dividends1.190.90132%
Returns for 1 year7.036.34111%
Returns for 3 years32.5136.9488%
Returns for 5 years37.1443.1786%
Returns for 10 years58.1671.8381%
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