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CLBCX vs SVBAX
CLBCX vs SVBAX Comparison
Open Charts CLBCX vs SVBAX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHancock Balanced A
Price$31.24
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.07B
CLBCX vs SVBAX Comparison Chart in %
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CLBCX vs. SVBAX commentary
Sep 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 258B vs. SVBAX (6.07B). SVBAX pays higher dividends than CLBCX: SVBAX (1.52) vs CLBCX (1.11). 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: 67.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than SVBAX: CLBCX (250) vs SVBAX (1000). SVBAX annual gain was more profitable for investors over the last year : 10.97 vs. CLBCX (9.15). SVBAX return over 5 years is better than : 43.41 vs. CLBCX (36.30).
| 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 | 10.785 | 10.131 | 106% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.07B | 4,250% |
| Annual Yield % from dividends | 1.11 | 1.52 | 73% |
| Returns for 1 year | 9.15 | 10.97 | 83% |
| Returns for 3 years | 37.75 | 43.23 | 87% |
| Returns for 5 years | 36.30 | 43.41 | 84% |
| Returns for 10 years | 74.80 | 92.93 | 80% |
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