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BALCX vs SVBIX
BALCX vs SVBIX Comparison
Open Charts BALCX vs SVBIX
American Funds American Balanced C
Price$36.57
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
JHancock Balanced I
Price$30.24
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets5.92B
BALCX vs SVBIX Comparison Chart in %
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BALCX vs. SVBIX 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 SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 252B vs. SVBIX (5.92B). SVBIX pays higher dividends than BALCX: SVBIX (1.84) vs BALCX (1.19). BALCX was incepted earlier than SVBIX: BALCX (24 years) vs SVBIX (23 years). BALCX (1.31) is less costly to investors than SVBIX (0.74). SVBIX is a more actively managed with annual turnover of: 67.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than SVBIX: BALCX (250) vs SVBIX (250000). SVBIX annual gain was more profitable for investors over the last year : 7.44 vs. BALCX (7.03). SVBIX return over 5 years is better than : 49.21 vs. BALCX (37.14).
| BALCX | SVBIX | BALCX / SVBIX | |
| Total Expense Ratio | 1.31 | 0.73 | 179% |
| Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 7.684 | 6.914 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 1.19 | 1.84 | 65% |
| Returns for 1 year | 7.03 | 7.44 | 95% |
| Returns for 3 years | 32.51 | 40.69 | 80% |
| Returns for 5 years | 37.14 | 49.21 | 75% |
| Returns for 10 years | 58.16 | 84.85 | 69% |
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