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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JHancock Balanced A
Price$30.53
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
CLBFX vs SVBAX Comparison Chart in %
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CLBFX vs. SVBAX commentary
Jul 27, 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: 254B vs. SVBAX (5.96B). 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 (10.40) and SVBAX (10.33) have marching annual gain over last year. SVBAX return over 5 years is better than : 45.11 vs. CLBFX (42.59).
| 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 | 9.111 | 7.628 | 119% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 5.96B | 4,261% |
| Annual Yield % from dividends | 1.99 | 1.56 | 128% |
| Returns for 1 year | 10.40 | 10.33 | 101% |
| Returns for 3 years | 36.42 | 38.58 | 94% |
| Returns for 5 years | 42.59 | 45.11 | 94% |
| Returns for 10 years | 81.10 | 81.44 | 100% |