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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
JHancock Balanced A
Price$29.80
Change-$0.10 (-0.33%)
VolumeN/A
Net Assets6.37B
CLBFX vs SVBAX Comparison Chart in %
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CLBFX vs. SVBAX commentary
Jan 15, 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 CLBFX is a Hold and SVBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. SVBAX (6.37B). CLBFX pays higher dividends than SVBAX: CLBFX (2.08) vs SVBAX (1.57). 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 : 14.42 vs. SVBAX (6.06). CLBFX return over 5 years is better than : 39.53 vs. SVBAX (30.23).
| 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 | 2.357 | 1.533 | 154% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.37B | 4,237% |
| Annual Yield % from dividends | 2.08 | 1.57 | 132% |
| Returns for 1 year | 14.42 | 6.06 | 238% |
| Returns for 3 years | 38.39 | 33.55 | 114% |
| Returns for 5 years | 39.53 | 30.23 | 131% |
| Returns for 10 years | 105.76 | 101.66 | 104% |
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