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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JHancock Balanced C
Price$31.64
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets6.17B
RLBFX vs SVBCX Comparison Chart in %
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RLBFX vs. SVBCX commentary
Oct 19, 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 RLBFX is a Buy and SVBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. SVBCX (6.17B). RLBFX pays higher dividends than SVBCX: RLBFX (2.00) vs SVBCX (0.87). RLBFX was incepted earlier than SVBCX: RLBFX (23 years) vs SVBCX (26 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). SVBCX annual gain was more profitable for investors over the last year : 9.76 vs. RLBFX (9.05). RLBFX return over 5 years is better than : 43.90 vs. SVBCX (40.27).
| RLBFX | SVBCX | RLBFX / SVBCX | |
| Total Expense Ratio | 0.29 | 1.73 | 17% |
| Annual Report Gross Expense Ratio | 0.29 | 1.74 | 17% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 14.890 | 11.521 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 6.17B | 4,297% |
| Annual Yield % from dividends | 2.00 | 0.87 | 229% |
| Returns for 1 year | 9.05 | 9.76 | 93% |
| Returns for 3 years | 51.85 | 48.45 | 107% |
| Returns for 5 years | 43.90 | 40.27 | 109% |
| Returns for 10 years | 78.80 | 84.33 | 93% |
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