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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.83B
JHancock Balanced A
Price$31.69
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets6.17B
CLBFX vs SVBAX Comparison Chart in %
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CLBFX vs. SVBAX commentary
Oct 18, 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 Hold and SVBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. SVBAX (6.17B). CLBFX pays higher dividends than SVBAX: CLBFX (1.89) vs SVBAX (1.51). 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 : 10.54 vs. CLBFX (8.87). CLBFX (44.96) and SVBAX (44.60) 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 | 14.649 | 12.225 | 120% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.17B | 4,313% |
| Annual Yield % from dividends | 1.89 | 1.51 | 125% |
| Returns for 1 year | 8.87 | 10.54 | 84% |
| Returns for 3 years | 52.93 | 52.55 | 101% |
| Returns for 5 years | 44.96 | 44.60 | 101% |
| Returns for 10 years | 91.36 | 94.26 | 97% |
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