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RLBCX vs SVBCX
RLBCX vs SVBCX Comparison
Open Charts RLBCX vs SVBCX
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced C
Price$30.64
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
RLBCX vs SVBCX Comparison Chart in %
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VS
RLBCX vs. SVBCX commentary
Aug 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 RLBCX is a Buy and SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. SVBCX (5.99B). RLBCX pays higher dividends than SVBCX: RLBCX (1.56) vs SVBCX (0.90). 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). SVBCX annual gain was more profitable for investors over the last year : 8.27 vs. RLBCX (7.61). SVBCX return over 5 years is better than : 38.76 vs. RLBCX (36.26).
| 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 | 9.537 | 7.758 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.99B | 4,274% |
| Annual Yield % from dividends | 1.56 | 0.90 | 173% |
| Returns for 1 year | 7.61 | 8.27 | 92% |
| Returns for 3 years | 28.47 | 29.05 | 98% |
| Returns for 5 years | 36.26 | 38.76 | 94% |
| Returns for 10 years | 63.18 | 73.54 | 86% |
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