CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
SVBAX
Price
$30.28
Change
+$0.11 (+0.36%)
Updated
Jul 3 closing price
Net Assets
5.92B
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CLBCX vs SVBAX

Header iconCLBCX vs SVBAX Comparison
Open Charts CLBCX vs SVBAXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JHancock Balanced A
Price$30.28
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets5.92B
CLBCX vs SVBAX Comparison Chart in %
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CLBCX vs. SVBAX commentary
Jul 07, 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 CLBCX is a Buy and SVBAX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. SVBAX (5.92B). SVBAX pays higher dividends than CLBCX: SVBAX (1.56) vs CLBCX (1.13). CLBCX was incepted earlier than SVBAX: CLBCX (23 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: 67.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than SVBAX: CLBCX (250) vs SVBAX (1000). SVBAX (7.11) and CLBCX (7.04) have marching annual gain over last year. SVBAX return over 5 years is better than : 47.35 vs. CLBCX (37.95).
CLBCXSVBAXCLBCX / SVBAX
Total Expense Ratio1.351.03131%
Annual Report Gross Expense Ratio1.351.04130%
Fund Existence23 years33 years-
Gain YTD7.6606.747114%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B5.92B4,255%
Annual Yield % from dividends1.131.5673%
Returns for 1 year7.047.1199%
Returns for 3 years33.0839.5784%
Returns for 5 years37.9547.3580%
Returns for 10 years64.6980.9280%
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