Interact to see
Advertisement
Advertisement
RLBAX vs SVBCX
RLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCX
American Funds American Balanced R1
Price$37.96
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
JHancock Balanced C
Price$29.75
Change-$0.10 (-0.34%)
VolumeN/A
Net Assets6.37B
RLBAX vs SVBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBAX vs. SVBCX commentary
Jan 15, 2026
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 RLBAX is a Hold and SVBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. SVBCX (6.37B). RLBAX pays higher dividends than SVBCX: RLBAX (1.25) vs SVBCX (0.93). RLBAX was incepted earlier than SVBCX: RLBAX (24 years) vs SVBCX (27 years). SVBCX (1.74) is less costly to investors than RLBAX (1.31). SVBCX is a more actively managed with annual turnover of: 67.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than SVBCX: RLBAX (250) vs SVBCX (1000). RLBAX annual gain was more profitable for investors over the last year : 13.33 vs. SVBCX (5.30). RLBAX return over 5 years is better than : 32.37 vs. SVBCX (26.28).
| RLBAX | SVBCX | RLBAX / SVBCX | |
| Total Expense Ratio | 1.31 | 1.73 | 76% |
| Annual Report Gross Expense Ratio | 1.31 | 1.74 | 75% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 2.290 | 1.501 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.37B | 4,237% |
| Annual Yield % from dividends | 1.25 | 0.93 | 134% |
| Returns for 1 year | 13.33 | 5.30 | 251% |
| Returns for 3 years | 34.62 | 30.72 | 113% |
| Returns for 5 years | 32.37 | 26.28 | 123% |
| Returns for 10 years | 80.23 | 90.91 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers