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RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JHancock Balanced C
Price$30.24
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets5.92B
RLBEX vs SVBCX Comparison Chart in %
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RLBEX vs. SVBCX commentary
Jul 07, 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: 252B vs. SVBCX (5.92B). RLBEX pays higher dividends than SVBCX: RLBEX (1.83) vs SVBCX (0.90). 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 : 7.86 vs. SVBCX (6.34). SVBCX (43.17) and RLBEX (41.38) have equivalent 5 years return.
| 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 | 8.064 | 6.351 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 1.83 | 0.90 | 202% |
| Returns for 1 year | 7.86 | 6.34 | 124% |
| Returns for 3 years | 35.05 | 36.94 | 95% |
| Returns for 5 years | 41.38 | 43.17 | 96% |
| Returns for 10 years | 67.17 | 71.83 | 94% |
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