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RLBAX vs SVBCX
RLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCX
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JHancock Balanced C
Price$31.64
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets6.17B
RLBAX vs SVBCX Comparison Chart in %
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RLBAX vs. SVBCX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. SVBCX (6.17B). RLBAX pays higher dividends than SVBCX: RLBAX (1.10) vs SVBCX (0.87). RLBAX was incepted earlier than SVBCX: RLBAX (23 years) vs SVBCX (26 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 : 9.76 vs. RLBAX (7.84). SVBCX return over 5 years is better than : 40.27 vs. RLBAX (37.69).
| 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 | 26 years | - |
| Gain YTD | 13.947 | 11.521 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 6.17B | 4,297% |
| Annual Yield % from dividends | 1.10 | 0.87 | 126% |
| Returns for 1 year | 7.84 | 9.76 | 80% |
| Returns for 3 years | 47.39 | 48.45 | 98% |
| Returns for 5 years | 37.69 | 40.27 | 94% |
| Returns for 10 years | 67.66 | 84.33 | 80% |
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