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CLBFX vs SVBCX
CLBFX vs SVBCX Comparison
Open Charts CLBFX vs SVBCX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
JHancock Balanced C
Price$32.10
Change-$0.37 (-1.14%)
VolumeN/A
Net Assets6.33B
CLBFX vs SVBCX Comparison Chart in %
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CLBFX vs. SVBCX commentary
Nov 14, 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: 269B vs. SVBCX (6.33B). CLBFX pays higher dividends than SVBCX: CLBFX (1.86) vs SVBCX (0.86). 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: 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 : 12.10 vs. CLBFX (10.11). CLBFX return over 5 years is better than : 44.32 vs. SVBCX (41.46).
| 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 | 16.391 | 14.446 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.33B | 4,252% |
| Annual Yield % from dividends | 1.86 | 0.86 | 217% |
| Returns for 1 year | 10.11 | 12.10 | 84% |
| Returns for 3 years | 44.93 | 45.68 | 98% |
| Returns for 5 years | 44.32 | 41.46 | 107% |
| Returns for 10 years | 94.43 | 89.89 | 105% |
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