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CLBFX vs SVBCX
CLBFX vs SVBCX Comparison
Open Charts CLBFX vs SVBCX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
JHancock Balanced C
Price$29.40
Change-$0.24 (-0.81%)
VolumeN/A
Net Assets5.75B
CLBFX vs SVBCX Comparison Chart
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CLBFX vs. SVBCX commentary
Jun 16, 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 SVBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. SVBCX (5.75B). CLBFX pays higher dividends than SVBCX: CLBFX (2.07) vs SVBCX (0.89). CLBFX was incepted earlier than SVBCX: CLBFX (23 years) vs SVBCX (26 years). SVBCX (1.74) is less costly to investors than CLBFX (0.67). SVBCX is a more actively managed with annual turnover of: 67.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than SVBCX: CLBFX (250) vs SVBCX (1000). CLBFX annual gain was more profitable for investors over the last year : 5.44 vs. SVBCX (4.10). SVBCX (41.99) and CLBFX (41.30) have equivalent 5 years return.
| CLBFX | SVBCX | CLBFX / SVBCX | |
| Total Expense Ratio | 0.67 | 1.73 | 39% |
| Annual Report Gross Expense Ratio | 0.67 | 1.74 | 39% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 4.519 | 3.103 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 2.07 | 0.89 | 233% |
| Returns for 1 year | 5.44 | 4.10 | 133% |
| Returns for 3 years | 34.29 | 34.68 | 99% |
| Returns for 5 years | 41.30 | 41.99 | 98% |
| Returns for 10 years | 73.68 | 64.03 | 115% |
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