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RLBFX vs SVBCX
RLBFX vs SVBCX Comparison
Open Charts RLBFX vs SVBCX
American Funds American Balanced R5
Price$39.94
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JHancock Balanced C
Price$32.70
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets6.36B
RLBFX vs SVBCX Comparison Chart in %
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RLBFX vs. SVBCX commentary
Dec 04, 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 StrongBuy and SVBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. SVBCX (6.37B). RLBFX pays higher dividends than SVBCX: RLBFX (1.93) vs SVBCX (0.84). 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 : 10.86 vs. RLBFX (9.63). RLBFX (40.86) and SVBCX (39.73) 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 | 16.889 | 14.763 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.37B | 4,226% |
| Annual Yield % from dividends | 1.93 | 0.84 | 230% |
| Returns for 1 year | 9.63 | 10.86 | 89% |
| Returns for 3 years | 41.38 | 42.65 | 97% |
| Returns for 5 years | 40.86 | 39.73 | 103% |
| Returns for 10 years | 77.79 | 87.54 | 89% |
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