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BALCX vs SVBIX
BALCX vs SVBIX Comparison
Open Charts BALCX vs SVBIX
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
JHancock Balanced I
Price$29.46
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
BALCX vs SVBIX Comparison Chart
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BALCX vs. SVBIX commentary
Jun 16, 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: 244B vs. SVBIX (5.75B). SVBIX pays higher dividends than BALCX: SVBIX (1.86) vs BALCX (1.24). 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 : 5.17 vs. BALCX (4.49). SVBIX return over 5 years is better than : 47.90 vs. BALCX (34.15).
| 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 | 4.121 | 3.611 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 1.24 | 1.86 | 67% |
| Returns for 1 year | 4.49 | 5.17 | 87% |
| Returns for 3 years | 30.13 | 38.16 | 79% |
| Returns for 5 years | 34.15 | 47.90 | 71% |
| Returns for 10 years | 51.38 | 76.25 | 67% |
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