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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
JHancock Balanced A
Price$32.17
Change-$0.37 (-1.14%)
VolumeN/A
Net Assets6.25B
CLBFX vs SVBAX Comparison Chart in %
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CLBFX vs. SVBAX commentary
Nov 14, 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: 269B vs. SVBAX (6.25B). CLBFX pays higher dividends than SVBAX: CLBFX (1.86) vs SVBAX (1.48). 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). SVBAX annual gain was more profitable for investors over the last year : 12.89 vs. CLBFX (10.11). SVBAX (45.76) and CLBFX (44.32) have equivalent 5 years return.
| 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 | 16.391 | 15.162 | 108% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.25B | 4,301% |
| Annual Yield % from dividends | 1.86 | 1.48 | 126% |
| Returns for 1 year | 10.11 | 12.89 | 78% |
| Returns for 3 years | 44.93 | 48.61 | 92% |
| Returns for 5 years | 44.32 | 45.76 | 97% |
| Returns for 10 years | 94.43 | 100.22 | 94% |
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