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RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
JHancock Balanced C
Price$32.10
Change-$0.37 (-1.14%)
VolumeN/A
Net Assets6.33B
RLBEX vs SVBCX Comparison Chart in %
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RLBEX vs. SVBCX 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 RLBEX is a Buy and SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. SVBCX (6.33B). RLBEX pays higher dividends than SVBCX: RLBEX (1.71) vs SVBCX (0.86). RLBEX was incepted earlier than SVBCX: RLBEX (23 years) vs SVBCX (27 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). SVBCX annual gain was more profitable for investors over the last year : 12.10 vs. RLBEX (9.94). SVBCX (41.46) and RLBEX (41.28) 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 | 27 years | - |
| Gain YTD | 16.221 | 14.446 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.33B | 4,252% |
| Annual Yield % from dividends | 1.71 | 0.86 | 200% |
| Returns for 1 year | 9.94 | 12.10 | 82% |
| Returns for 3 years | 43.51 | 45.68 | 95% |
| Returns for 5 years | 41.28 | 41.46 | 100% |
| Returns for 10 years | 80.23 | 89.89 | 89% |
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