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RLBAX vs SVBCX
RLBAX vs SVBCX Comparison
Open Charts RLBAX vs SVBCX
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
JHancock Balanced C
Price$29.82
Change-$1.94 (-6.11%)
VolumeN/A
Net Assets6.39B
RLBAX vs SVBCX Comparison Chart in %
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RLBAX vs. SVBCX commentary
Feb 05, 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 (6.4B). RLBAX pays higher dividends than SVBCX: RLBAX (1.22) vs SVBCX (0.91). 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: 71.00 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 : 10.45 vs. SVBCX (2.74). RLBAX return over 5 years is better than : 31.35 vs. SVBCX (24.39).
| 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 | 2.371 | 1.740 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.4B | 4,222% |
| Annual Yield % from dividends | 1.22 | 0.91 | 133% |
| Returns for 1 year | 10.45 | 2.74 | 381% |
| Returns for 3 years | 33.63 | 29.97 | 112% |
| Returns for 5 years | 31.35 | 24.39 | 129% |
| Returns for 10 years | 79.34 | 92.05 | 86% |
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