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RLBCX vs SVBIX
RLBCX vs SVBIX Comparison
Open Charts RLBCX vs SVBIX
American Funds American Balanced R3
Price$38.80
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
JHancock Balanced I
Price$32.14
Change-$0.37 (-1.14%)
VolumeN/A
Net Assets6.33B
RLBCX vs SVBIX Comparison Chart in %
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RLBCX vs. SVBIX commentary
Nov 14, 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: 269B vs. SVBIX (6.33B). SVBIX pays higher dividends than RLBCX: SVBIX (1.75) vs RLBCX (1.46). 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 : 13.24 vs. RLBCX (8.39). SVBIX return over 5 years is better than : 47.63 vs. RLBCX (37.74).
| 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 | 14.512 | 15.474 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.33B | 4,252% |
| Annual Yield % from dividends | 1.46 | 1.75 | 84% |
| Returns for 1 year | 8.39 | 13.24 | 63% |
| Returns for 3 years | 41.39 | 49.93 | 83% |
| Returns for 5 years | 37.74 | 47.63 | 79% |
| Returns for 10 years | 70.87 | 104.77 | 68% |
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