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RLBEX vs SVBCX
RLBEX vs SVBCX Comparison
Open Charts RLBEX vs SVBCX
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
JHancock Balanced C
Price$29.82
Change-$1.94 (-6.11%)
VolumeN/A
Net Assets6.39B
RLBEX vs SVBCX Comparison Chart in %
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RLBEX vs. SVBCX 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 RLBEX is a Hold and SVBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. SVBCX (6.4B). RLBEX pays higher dividends than SVBCX: RLBEX (1.87) vs SVBCX (0.91). RLBEX was incepted earlier than SVBCX: RLBEX (24 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: 71.00 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 : 11.32 vs. SVBCX (2.74). RLBEX return over 5 years is better than : 35.56 vs. SVBCX (24.39).
| RLBEX | SVBCX | RLBEX / SVBCX | |
| Total Expense Ratio | 0.59 | 1.73 | 34% |
| Annual Report Gross Expense Ratio | 0.59 | 1.74 | 34% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 2.459 | 1.740 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.4B | 4,222% |
| Annual Yield % from dividends | 1.87 | 0.91 | 205% |
| Returns for 1 year | 11.32 | 2.74 | 413% |
| Returns for 3 years | 36.71 | 29.97 | 122% |
| Returns for 5 years | 35.56 | 24.39 | 146% |
| Returns for 10 years | 90.55 | 92.05 | 98% |
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