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RLBCX vs SVBIX
RLBCX vs SVBIX Comparison
Open Charts RLBCX vs SVBIX
American Funds American Balanced R3
Price$37.42
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
JHancock Balanced I
Price$29.51
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets6.32B
RLBCX vs SVBIX Comparison Chart in %
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RLBCX vs. SVBIX commentary
Dec 28, 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 StrongBuy and SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. SVBIX (6.32B). SVBIX pays higher dividends than RLBCX: SVBIX (1.72) vs RLBCX (1.44). RLBCX was incepted earlier than SVBIX: RLBCX (24 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). RLBCX annual gain was more profitable for investors over the last year : 8.81 vs. SVBIX (3.26). RLBCX (33.04) and SVBIX (31.50) have equivalent 5 years return.
| RLBCX | SVBIX | RLBCX / SVBIX | |
| Total Expense Ratio | 0.89 | 0.73 | 122% |
| Annual Report Gross Expense Ratio | 0.89 | 0.74 | 120% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 10.439 | 4.818 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.32B | 4,257% |
| Annual Yield % from dividends | 1.44 | 1.72 | 84% |
| Returns for 1 year | 8.81 | 3.26 | 270% |
| Returns for 3 years | 36.85 | 38.19 | 96% |
| Returns for 5 years | 33.04 | 31.50 | 105% |
| Returns for 10 years | 69.88 | 90.59 | 77% |
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