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CLBCX vs SVBIX
CLBCX vs SVBIX Comparison
Open Charts CLBCX vs SVBIX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JHancock Balanced I
Price$30.24
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets5.92B
CLBCX vs SVBIX Comparison Chart in %
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CLBCX vs. SVBIX 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 SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. SVBIX (5.92B). SVBIX pays higher dividends than CLBCX: SVBIX (1.84) vs CLBCX (1.13). CLBCX was incepted earlier than SVBIX: CLBCX (23 years) vs SVBIX (23 years). CLBCX (1.35) is less costly to investors than SVBIX (0.74). SVBIX is a more actively managed with annual turnover of: 67.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than SVBIX: CLBCX (250) vs SVBIX (250000). SVBIX annual gain was more profitable for investors over the last year : 7.44 vs. CLBCX (7.04). SVBIX return over 5 years is better than : 49.21 vs. CLBCX (37.95).
| CLBCX | SVBIX | CLBCX / SVBIX | |
| Total Expense Ratio | 1.35 | 0.73 | 185% |
| Annual Report Gross Expense Ratio | 1.35 | 0.74 | 182% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 7.660 | 6.914 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 1.13 | 1.84 | 62% |
| Returns for 1 year | 7.04 | 7.44 | 95% |
| Returns for 3 years | 33.08 | 40.69 | 81% |
| Returns for 5 years | 37.95 | 49.21 | 77% |
| Returns for 10 years | 64.69 | 84.85 | 76% |