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RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JHancock Balanced C
Price$31.29
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets6.08B
RLBEX vs SVBCX Comparison Chart in %
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RLBEX vs. SVBCX commentary
Sep 09, 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: 259B vs. SVBCX (6.08B). RLBEX pays higher dividends than SVBCX: RLBEX (1.79) 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). SVBCX (10.23) and RLBEX (9.94) have marching annual gain over last year. RLBEX (39.68) and SVBCX (39.33) 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 | 11.352 | 9.622 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.79 | 0.89 | 202% |
| Returns for 1 year | 9.94 | 10.23 | 97% |
| Returns for 3 years | 39.85 | 40.59 | 98% |
| Returns for 5 years | 39.68 | 39.33 | 101% |
| Returns for 10 years | 77.45 | 83.28 | 93% |
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