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RLBCX vs SVBIX
RLBCX vs SVBIX Comparison
Open Charts RLBCX vs SVBIX
American Funds American Balanced R3
Price$38.13
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
JHancock Balanced I
Price$29.84
Change-$1.93 (-6.07%)
VolumeN/A
Net Assets6.37B
RLBCX vs SVBIX Comparison Chart in %
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RLBCX vs. SVBIX commentary
Feb 05, 2026
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 Hold and SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 270B vs. SVBIX (6.37B). SVBIX pays higher dividends than RLBCX: SVBIX (1.82) vs RLBCX (1.62). 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: 71.00 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 : 10.97 vs. SVBIX (3.76). RLBCX return over 5 years is better than : 33.82 vs. SVBIX (29.95).
| 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 | 2.445 | 1.808 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.37B | 4,237% |
| Annual Yield % from dividends | 1.62 | 1.82 | 89% |
| Returns for 1 year | 10.97 | 3.76 | 292% |
| Returns for 3 years | 35.49 | 33.90 | 105% |
| Returns for 5 years | 33.82 | 29.95 | 113% |
| Returns for 10 years | 84.49 | 107.32 | 79% |
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