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CLBCX vs SVBAX
CLBCX vs SVBAX Comparison
Open Charts CLBCX vs SVBAX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
JHancock Balanced A
Price$29.88
Change-$1.93 (-6.07%)
VolumeN/A
Net Assets6.39B
CLBCX vs SVBAX Comparison Chart in %
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VS
CLBCX vs. SVBAX commentary
Feb 05, 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 CLBCX is a Hold and SVBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. SVBAX (6.4B). SVBAX pays higher dividends than CLBCX: SVBAX (1.55) vs CLBCX (1.19). CLBCX was incepted earlier than SVBAX: CLBCX (24 years) vs SVBAX (33 years). CLBCX (1.35) is less costly to investors than SVBAX (1.04). SVBAX is a more actively managed with annual turnover of: 71.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than SVBAX: CLBCX (250) vs SVBAX (1000). CLBCX annual gain was more profitable for investors over the last year : 10.51 vs. SVBAX (3.45). CLBCX return over 5 years is better than : 32.27 vs. SVBAX (28.27).
| CLBCX | SVBAX | CLBCX / SVBAX | |
| Total Expense Ratio | 1.35 | 1.03 | 131% |
| Annual Report Gross Expense Ratio | 1.35 | 1.04 | 130% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 2.375 | 1.806 | 132% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.4B | 4,222% |
| Annual Yield % from dividends | 1.19 | 1.55 | 77% |
| Returns for 1 year | 10.51 | 3.45 | 305% |
| Returns for 3 years | 33.67 | 32.72 | 103% |
| Returns for 5 years | 32.27 | 28.27 | 114% |
| Returns for 10 years | 86.26 | 102.69 | 84% |
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