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RLBCX vs SVBIX
RLBCX vs SVBIX Comparison
Open Charts RLBCX vs SVBIX
American Funds American Balanced R3
Price$37.73
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
JHancock Balanced I
Price$31.22
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.08B
RLBCX vs SVBIX Comparison Chart in %
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RLBCX vs. SVBIX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 259B vs. SVBIX (6.08B). SVBIX pays higher dividends than RLBCX: SVBIX (1.80) vs RLBCX (1.53). 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 : 11.35 vs. RLBCX (9.58). SVBIX return over 5 years is better than : 45.18 vs. RLBCX (37.90).
| 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 | 11.127 | 10.379 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.53 | 1.80 | 85% |
| Returns for 1 year | 9.58 | 11.35 | 84% |
| Returns for 3 years | 38.72 | 44.42 | 87% |
| Returns for 5 years | 37.90 | 45.18 | 84% |
| Returns for 10 years | 72.02 | 97.16 | 74% |
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