BALCX
Price
$36.57
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
SVBIX
Price
$30.24
Change
+$0.11 (+0.37%)
Updated
Jul 3 closing price
Net Assets
5.92B
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BALCX vs SVBIX

Header iconBALCX vs SVBIX Comparison
Open Charts BALCX vs SVBIXBanner chart's image
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.

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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).
BALCXSVBIXBALCX / SVBIX
Total Expense Ratio1.310.73179%
Annual Report Gross Expense Ratio1.310.74177%
Fund Existence24 years23 years-
Gain YTD7.6846.914111%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B5.92B4,255%
Annual Yield % from dividends1.191.8465%
Returns for 1 year7.037.4495%
Returns for 3 years32.5140.6980%
Returns for 5 years37.1449.2175%
Returns for 10 years58.1684.8569%
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