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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
JHancock Balanced A
Price$29.88
Change-$1.93 (-6.07%)
VolumeN/A
Net Assets6.39B
CLBFX vs SVBAX Comparison Chart in %
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CLBFX vs. SVBAX commentary
Feb 05, 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 (6.4B). CLBFX pays higher dividends than SVBAX: CLBFX (2.03) vs SVBAX (1.55). 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: 71.00 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 : 11.50 vs. SVBAX (3.45). CLBFX return over 5 years is better than : 38.44 vs. SVBAX (28.27).
| 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 | 2.464 | 1.806 | 136% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.4B | 4,222% |
| Annual Yield % from dividends | 2.03 | 1.55 | 131% |
| Returns for 1 year | 11.50 | 3.45 | 334% |
| Returns for 3 years | 37.33 | 32.72 | 114% |
| Returns for 5 years | 38.44 | 28.27 | 136% |
| Returns for 10 years | 104.71 | 102.69 | 102% |
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