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RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$35.57
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JHancock Balanced C
Price$29.40
Change-$0.24 (-0.81%)
VolumeN/A
Net Assets5.75B
RLBEX vs SVBCX Comparison Chart
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RLBEX vs. SVBCX commentary
Jun 16, 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 RLBEX is a Buy and SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 244B vs. SVBCX (5.75B). RLBEX pays higher dividends than SVBCX: RLBEX (1.90) vs SVBCX (0.89). RLBEX was incepted earlier than SVBCX: RLBEX (23 years) vs SVBCX (26 years). SVBCX (1.74) is less costly to investors than RLBEX (0.59). SVBCX is a more actively managed with annual turnover of: 67.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than SVBCX: RLBEX (250) vs SVBCX (1000). RLBEX annual gain was more profitable for investors over the last year : 5.25 vs. SVBCX (4.10). SVBCX return over 5 years is better than : 41.99 vs. RLBEX (38.29).
| RLBEX | SVBCX | RLBEX / SVBCX | |
| Total Expense Ratio | 0.59 | 1.73 | 34% |
| Annual Report Gross Expense Ratio | 0.59 | 1.74 | 34% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 4.423 | 3.103 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 1.90 | 0.89 | 214% |
| Returns for 1 year | 5.25 | 4.10 | 128% |
| Returns for 3 years | 32.58 | 34.68 | 94% |
| Returns for 5 years | 38.29 | 41.99 | 91% |
| Returns for 10 years | 59.72 | 64.03 | 93% |
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