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CLBFX vs SVBCX
CLBFX vs SVBCX Comparison
Open Charts CLBFX vs SVBCX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
JHancock Balanced C
Price$29.82
Change-$1.94 (-6.11%)
VolumeN/A
Net Assets6.39B
CLBFX vs SVBCX Comparison Chart in %
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VS
CLBFX vs. SVBCX 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 SVBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. SVBCX (6.4B). CLBFX pays higher dividends than SVBCX: CLBFX (2.03) vs SVBCX (0.91). CLBFX was incepted earlier than SVBCX: CLBFX (23 years) vs SVBCX (27 years). SVBCX (1.74) is less costly to investors than CLBFX (0.67). SVBCX is a more actively managed with annual turnover of: 71.00 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 : 11.50 vs. SVBCX (2.74). CLBFX return over 5 years is better than : 38.44 vs. SVBCX (24.39).
| 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 | 27 years | - |
| Gain YTD | 2.464 | 1.740 | 142% |
| Front Load | N/A | N/A | - |
| 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 | 0.91 | 222% |
| Returns for 1 year | 11.50 | 2.74 | 420% |
| Returns for 3 years | 37.33 | 29.97 | 125% |
| Returns for 5 years | 38.44 | 24.39 | 158% |
| Returns for 10 years | 104.71 | 92.05 | 114% |
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