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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$38.43
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
JHancock Balanced C
Price$29.75
Change-$0.10 (-0.34%)
VolumeN/A
Net Assets6.37B
RLBFX vs SVBCX Comparison Chart in %
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RLBFX vs. SVBCX commentary
Jan 15, 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 RLBFX is a Hold and SVBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. SVBCX (6.37B). RLBFX pays higher dividends than SVBCX: RLBFX (2.19) vs SVBCX (0.93). RLBFX was incepted earlier than SVBCX: RLBFX (24 years) vs SVBCX (27 years). SVBCX (1.74) is less costly to investors than RLBFX (0.29). SVBCX is a more actively managed with annual turnover of: 67.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than SVBCX: RLBFX (250) vs SVBCX (1000). RLBFX annual gain was more profitable for investors over the last year : 14.57 vs. SVBCX (5.30). RLBFX return over 5 years is better than : 38.38 vs. SVBCX (26.28).
| RLBFX | SVBCX | RLBFX / SVBCX | |
| Total Expense Ratio | 0.29 | 1.73 | 17% |
| Annual Report Gross Expense Ratio | 0.29 | 1.74 | 17% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 2.344 | 1.501 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.37B | 4,237% |
| Annual Yield % from dividends | 2.19 | 0.93 | 235% |
| Returns for 1 year | 14.57 | 5.30 | 275% |
| Returns for 3 years | 39.01 | 30.72 | 127% |
| Returns for 5 years | 38.38 | 26.28 | 146% |
| Returns for 10 years | 92.91 | 90.91 | 102% |
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