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CLBCX vs SVBAX
CLBCX vs SVBAX Comparison
Open Charts CLBCX vs SVBAX
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.
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).
| CLBCX | SVBAX | CLBCX / SVBAX | |
| Total Expense Ratio | 1.35 | 1.03 | 131% |
| Annual Report Gross Expense Ratio | 1.35 | 1.04 | 130% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 7.660 | 6.747 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 1.13 | 1.56 | 73% |
| Returns for 1 year | 7.04 | 7.11 | 99% |
| Returns for 3 years | 33.08 | 39.57 | 84% |
| Returns for 5 years | 37.95 | 47.35 | 80% |
| Returns for 10 years | 64.69 | 80.92 | 80% |