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BALCX vs SVBIX
BALCX vs SVBIX Comparison
Open Charts BALCX vs SVBIX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
JHancock Balanced I
Price$31.22
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.08B
BALCX vs SVBIX Comparison Chart in %
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BALCX vs. SVBIX commentary
Sep 08, 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: 259B vs. SVBIX (6.08B). SVBIX pays higher dividends than BALCX: SVBIX (1.80) vs BALCX (1.16). BALCX was incepted earlier than SVBIX: BALCX (25 years) vs SVBIX (24 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 : 11.35 vs. BALCX (9.12). SVBIX return over 5 years is better than : 45.18 vs. BALCX (35.50).
| BALCX | SVBIX | BALCX / SVBIX | |
| Total Expense Ratio | 1.31 | 0.73 | 179% |
| Annual Report Gross Expense Ratio | 1.31 | 0.74 | 177% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 10.835 | 10.379 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.16 | 1.80 | 65% |
| Returns for 1 year | 9.12 | 11.35 | 80% |
| Returns for 3 years | 37.20 | 44.42 | 84% |
| Returns for 5 years | 35.50 | 45.18 | 79% |
| Returns for 10 years | 67.85 | 97.16 | 70% |
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