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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$36.75
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
CLBFX vs SVBAX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. SVBAX (5.92B). CLBFX pays higher dividends than SVBAX: CLBFX (1.99) vs SVBAX (1.56). CLBFX was incepted earlier than SVBAX: CLBFX (23 years) vs SVBAX (33 years). SVBAX (1.04) is less costly to investors than CLBFX (0.67). SVBAX is a more actively managed with annual turnover of: 67.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than SVBAX: CLBFX (250) vs SVBAX (1000). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. SVBAX (7.11). SVBAX return over 5 years is better than : 47.35 vs. CLBFX (44.49).
| CLBFX | SVBAX | CLBFX / SVBAX | |
| Total Expense Ratio | 0.67 | 1.03 | 65% |
| Annual Report Gross Expense Ratio | 0.67 | 1.04 | 64% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 8.169 | 6.747 | 121% |
| 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 | 1.99 | 1.56 | 128% |
| Returns for 1 year | 8.02 | 7.11 | 113% |
| Returns for 3 years | 36.80 | 39.57 | 93% |
| Returns for 5 years | 44.49 | 47.35 | 94% |
| Returns for 10 years | 81.14 | 80.92 | 100% |
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