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RLBAX vs SVBCX
RLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCX
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
JHancock Balanced C
Price$32.10
Change-$0.37 (-1.14%)
VolumeN/A
Net Assets6.33B
RLBAX vs SVBCX Comparison Chart in %
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RLBAX vs. SVBCX commentary
Nov 14, 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 RLBAX is a Buy and SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. SVBCX (6.33B). RLBAX pays higher dividends than SVBCX: RLBAX (1.08) vs SVBCX (0.86). RLBAX was incepted earlier than SVBCX: RLBAX (23 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). SVBCX annual gain was more profitable for investors over the last year : 12.10 vs. RLBAX (9.08). SVBCX return over 5 years is better than : 41.46 vs. RLBAX (36.92).
| RLBAX | SVBCX | RLBAX / SVBCX | |
| Total Expense Ratio | 1.31 | 1.73 | 76% |
| Annual Report Gross Expense Ratio | 1.31 | 1.74 | 75% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 15.481 | 14.446 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.33B | 4,252% |
| Annual Yield % from dividends | 1.08 | 0.86 | 127% |
| Returns for 1 year | 9.08 | 12.10 | 75% |
| Returns for 3 years | 40.52 | 45.68 | 89% |
| Returns for 5 years | 36.92 | 41.46 | 89% |
| Returns for 10 years | 69.99 | 89.89 | 78% |
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