Interact to see
Advertisement
Advertisement
CLBCX vs SVBAX
CLBCX vs SVBAX Comparison
Open Charts CLBCX vs SVBAX
American Funds American Balanced 529C
Price$39.66
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
JHancock Balanced A
Price$32.55
Change-$0.33 (-1.00%)
VolumeN/A
Net Assets6.31B
CLBCX vs SVBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. SVBAX commentary
Dec 13, 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 StrongBuy and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. SVBAX (6.31B). SVBAX pays higher dividends than CLBCX: SVBAX (1.45) vs CLBCX (1.02). 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 : 11.00 vs. CLBCX (9.79). SVBAX return over 5 years is better than : 45.27 vs. CLBCX (37.30).
| 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 | 17.361 | 16.366 | 106% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.31B | 4,266% |
| Annual Yield % from dividends | 1.02 | 1.45 | 70% |
| Returns for 1 year | 9.79 | 11.00 | 89% |
| Returns for 3 years | 41.27 | 48.54 | 85% |
| Returns for 5 years | 37.30 | 45.27 | 82% |
| Returns for 10 years | 79.55 | 104.67 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement