CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
SVBAX
Price
$30.28
Change
+$0.11 (+0.36%)
Updated
Jul 3 closing price
Net Assets
5.92B
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CLBFX vs SVBAX

Header iconCLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAXBanner chart's image
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.

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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).
CLBFXSVBAXCLBFX / SVBAX
Total Expense Ratio0.671.0365%
Annual Report Gross Expense Ratio0.671.0464%
Fund Existence23 years33 years-
Gain YTD8.1696.747121%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B5.92B4,255%
Annual Yield % from dividends1.991.56128%
Returns for 1 year8.027.11113%
Returns for 3 years36.8039.5793%
Returns for 5 years44.4947.3594%
Returns for 10 years81.1480.92100%
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