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CLBFX vs SVBCX
CLBFX vs SVBCX Comparison
Open Charts CLBFX vs SVBCX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
JHancock Balanced C
Price$31.64
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets6.17B
CLBFX vs SVBCX Comparison Chart in %
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CLBFX vs. SVBCX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. SVBCX (6.17B). CLBFX pays higher dividends than SVBCX: CLBFX (1.89) vs SVBCX (0.87). 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). SVBCX annual gain was more profitable for investors over the last year : 9.76 vs. CLBFX (8.84). CLBFX return over 5 years is better than : 45.11 vs. SVBCX (40.27).
| 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 | 14.767 | 11.521 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 6.17B | 4,297% |
| Annual Yield % from dividends | 1.89 | 0.87 | 216% |
| Returns for 1 year | 8.84 | 9.76 | 91% |
| Returns for 3 years | 52.03 | 48.45 | 107% |
| Returns for 5 years | 45.11 | 40.27 | 112% |
| Returns for 10 years | 91.64 | 84.33 | 109% |
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