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CLBFX vs SVBCX
CLBFX vs SVBCX Comparison
Open Charts CLBFX vs SVBCX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JHancock Balanced C
Price$30.48
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
CLBFX vs SVBCX Comparison Chart in %
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CLBFX vs. SVBCX commentary
Jul 28, 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: 254B vs. SVBCX (5.96B). CLBFX pays higher dividends than SVBCX: CLBFX (1.99) vs SVBCX (0.90). 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 : 10.40 vs. SVBCX (9.55). CLBFX (42.59) and SVBCX (40.95) 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 | 9.111 | 7.195 | 127% |
| Front Load | N/A | N/A | - |
| 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 | 0.90 | 220% |
| Returns for 1 year | 10.40 | 9.55 | 109% |
| Returns for 3 years | 36.42 | 36.04 | 101% |
| Returns for 5 years | 42.59 | 40.95 | 104% |
| Returns for 10 years | 81.10 | 72.36 | 112% |
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