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RLBCX vs SVBIX
RLBCX vs SVBIX Comparison
Open Charts RLBCX vs SVBIX
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JHancock Balanced I
Price$31.66
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.16B
RLBCX vs SVBIX Comparison Chart in %
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RLBCX vs. SVBIX 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 RLBCX is a Buy and SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. SVBIX (6.16B). SVBIX pays higher dividends than RLBCX: SVBIX (1.79) vs RLBCX (1.49). RLBCX was incepted earlier than SVBIX: RLBCX (23 years) vs SVBIX (24 years). RLBCX (0.89) is less costly to investors than SVBIX (0.74). SVBIX is a more actively managed with annual turnover of: 67.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than SVBIX: RLBCX (250) vs SVBIX (250000). SVBIX annual gain was more profitable for investors over the last year : 10.88 vs. RLBCX (8.34). SVBIX return over 5 years is better than : 46.42 vs. RLBCX (40.24).
| RLBCX | SVBIX | RLBCX / SVBIX | |
| Total Expense Ratio | 0.89 | 0.73 | 122% |
| Annual Report Gross Expense Ratio | 0.89 | 0.74 | 120% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 14.364 | 12.455 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 6.16B | 4,300% |
| Annual Yield % from dividends | 1.49 | 1.79 | 83% |
| Returns for 1 year | 8.34 | 10.88 | 77% |
| Returns for 3 years | 49.26 | 52.76 | 93% |
| Returns for 5 years | 40.24 | 46.42 | 87% |
| Returns for 10 years | 72.18 | 98.76 | 73% |
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