SVBAX
John Hancock Balanced Fund
1W: -0.6%
1M: -1.1%
3M: -1.3%
YTD: +8.0%
1Y: +0.5%
3Y: +40.7%
5Y: +30.5%
$31.82
+0.09 (+0.28%)
Weekly Expected Move ±1.2%
$31
$31
$32
$32
$33
Similar ETFs
20 peers by holdings overlap (1128 holdings)
HAVGX
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39.7%
Shared22 holdings
Total34
AUM$304M
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WMKGX
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Total57
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CVTRX
Calamos Growth & Income Fund Class A
36.7%
Shared16 holdings
Total89
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TADAX
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36.6%
Shared12 holdings
Total61
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SWLSX
Schwab Large-Cap Growth
36.4%
Shared10 holdings
Total55
AUM$674M
Price$48.08
NIE
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35.9%
Shared16 holdings
Total73
AUM$690M
Price$24.89
NBSRX
Neuberger Quality Equity Fund Investor Class
35.6%
Shared10 holdings
Total37
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DLCEX
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35.6%
Shared22 holdings
Total51
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NGUAX
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35.3%
Shared10 holdings
Total49
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BUFEX
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Shared18 holdings
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HAIAX
Hartford Core Equity A
34.9%
Shared11 holdings
Total75
AUM$11.8B
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SGGAX
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34.9%
Shared11 holdings
Total56
AUM$428M
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JRSAX
Janus Henderson U.S. Managed Volatility Fund Class A
34.8%
Shared16 holdings
Total85
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AFDIX
American Century Large Cap Equity Inv
34.6%
Shared16 holdings
Total99
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UOPIX
ProFunds UltraNASDAQ-100 Fund Investor Class
34.4%
Shared15 holdings
Total99
AUM$1.3B
Price$174.06
OTPIX
ProFunds NASDAQ-100 Fund Investor Class
34.4%
Shared15 holdings
Total99
AUM$82M
Price$62.77
SWANX
Schwab Core Equity
34.4%
Shared11 holdings
Total58
AUM$1.5B
Price$26.86
USNQX
Victory NASDAQ-100 Index Fund
34.4%
Shared15 holdings
Total101
AUM$9.9B
Price$73.18
TWCGX
American Century Growth Investor Class
34.3%
Shared10 holdings
Total72
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QGRPX
UBS US Quality Growth At Rsnbl Prc P
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Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SVBAX | $3.0B | 55 | 27.4% | 15.2 | 4.2 | 3.8 | 31.6% | 25.3% | 1.04% | +31.2% | +50.9% | 59.7 | 6.4 |
| HAVGX | $304M | 34 | 117.2% | 13.0 | 3.9 | 4.0 | 34.7% | 31.2% | 1.44% | +28.2% | +26.0% | 53.9 | 6.4 |
| WMKGX | $385M | 57 | 44.9% | 15.7 | 4.4 | 4.2 | 32.3% | 26.5% | 1.14% | +28.7% | +44.2% | 56.1 | 6.4 |
| CVTRX | $3.5B | 89 | 36.2% | 11.8 | 1.9 | 1.5 | 17.6% | 12.4% | 1.07% | +25.4% | +47.9% | 56.4 | 6.4 |
| TADAX | $1.8B | 61 | 59.6% | 16.9 | 5.4 | 5.2 | 38.2% | 31.0% | 0.56% | +26.5% | +54.9% | 58.1 | 6.3 |
| SWLSX | $674M | 55 | 59.7% | 16.7 | 5.4 | 5.3 | 38.3% | 31.5% | 0.66% | +27.8% | +45.5% | 60.8 | 6.4 |
| NIE | $690M | 73 | 25.0% | 15.5 | 4.5 | 4.1 | 33.6% | 26.6% | 1.05% | +25.8% | +50.1% | 59.6 | 6.3 |
| NBSRX | $3.6B | 37 | 52.3% | 13.3 | 3.4 | 3.6 | 29.8% | 26.9% | 1.02% | +19.7% | +39.0% | 60.1 | 6.3 |
| DLCEX | $70M | 51 | 119.5% | 14.6 | 4.3 | 4.1 | 34.7% | 28.0% | 1.22% | +17.2% | +38.1% | 55.3 | 6.5 |
| NGUAX | $2.8B | 49 | 53.6% | 15.6 | 4.9 | 4.7 | 37.5% | 29.8% | 0.84% | +24.6% | +35.9% | 55.0 | 6.3 |
| BUFEX | $194M | 86 | 54.1% | 9.9 | 3.1 | 3.4 | 36.7% | 34.3% | 0.77% | +21.6% | +47.4% | 61.0 | 6.3 |