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CLBCX vs SVBIX
CLBCX vs SVBIX Comparison
Open Charts CLBCX vs SVBIX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
JHancock Balanced I
Price$29.84
Change-$1.93 (-6.07%)
VolumeN/A
Net Assets6.37B
CLBCX vs SVBIX Comparison Chart in %
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CLBCX vs. SVBIX 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 SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. SVBIX (6.37B). SVBIX pays higher dividends than CLBCX: SVBIX (1.82) vs CLBCX (1.19). CLBCX was incepted earlier than SVBIX: CLBCX (24 years) vs SVBIX (24 years). CLBCX (1.35) is less costly to investors than SVBIX (0.74). SVBIX is a more actively managed with annual turnover of: 71.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than SVBIX: CLBCX (250) vs SVBIX (250000). CLBCX annual gain was more profitable for investors over the last year : 10.51 vs. SVBIX (3.76). CLBCX return over 5 years is better than : 32.27 vs. SVBIX (29.95).
| CLBCX | SVBIX | CLBCX / SVBIX | |
| Total Expense Ratio | 1.35 | 0.73 | 185% |
| Annual Report Gross Expense Ratio | 1.35 | 0.74 | 182% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 2.375 | 1.808 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.37B | 4,237% |
| Annual Yield % from dividends | 1.19 | 1.82 | 65% |
| Returns for 1 year | 10.51 | 3.76 | 280% |
| Returns for 3 years | 33.67 | 33.90 | 99% |
| Returns for 5 years | 32.27 | 29.95 | 108% |
| Returns for 10 years | 86.26 | 107.32 | 80% |
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