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RLBCX vs SVBCX
RLBCX vs SVBCX Comparison
Open Charts RLBCX vs SVBCX
American Funds American Balanced R3
Price$37.88
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JHancock Balanced C
Price$31.29
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets6.08B
RLBCX vs SVBCX Comparison Chart in %
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RLBCX vs. SVBCX commentary
Sep 09, 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 RLBCX is a Buy and SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 259B vs. SVBCX (6.08B). RLBCX pays higher dividends than SVBCX: RLBCX (1.53) vs SVBCX (0.89). RLBCX was incepted earlier than SVBCX: RLBCX (23 years) vs SVBCX (26 years). SVBCX (1.74) is less costly to investors than RLBCX (0.89). SVBCX is a more actively managed with annual turnover of: 67.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than SVBCX: RLBCX (250) vs SVBCX (1000). RLBCX annual gain was more profitable for investors over the last year : 11.35 vs. SVBCX (10.23). SVBCX (39.33) and RLBCX (38.83) have equivalent 5 years return.
| RLBCX | SVBCX | RLBCX / SVBCX | |
| Total Expense Ratio | 0.89 | 1.73 | 51% |
| Annual Report Gross Expense Ratio | 0.89 | 1.74 | 51% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 11.569 | 9.622 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.53 | 0.89 | 173% |
| Returns for 1 year | 11.35 | 10.23 | 111% |
| Returns for 3 years | 36.02 | 40.59 | 89% |
| Returns for 5 years | 38.83 | 39.33 | 99% |
| Returns for 10 years | 73.21 | 83.28 | 88% |
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