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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
JHancock Balanced C
Price$32.10
Change-$0.37 (-1.14%)
VolumeN/A
Net Assets6.33B
RLBFX vs SVBCX Comparison Chart in %
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RLBFX 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 RLBFX is a Buy and SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. SVBCX (6.33B). RLBFX pays higher dividends than SVBCX: RLBFX (1.97) vs SVBCX (0.86). 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). SVBCX annual gain was more profitable for investors over the last year : 12.10 vs. RLBFX (10.28). RLBFX (43.06) and SVBCX (41.46) have equivalent 5 years return.
| 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 | 16.507 | 14.446 | 114% |
| 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 | 1.97 | 0.86 | 230% |
| Returns for 1 year | 10.28 | 12.10 | 85% |
| Returns for 3 years | 44.74 | 45.68 | 98% |
| Returns for 5 years | 43.06 | 41.46 | 104% |
| Returns for 10 years | 81.39 | 89.89 | 91% |
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