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CLBFX vs SVBCX
CLBFX vs SVBCX Comparison
Open Charts CLBFX vs SVBCX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JHancock Balanced C
Price$32.70
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets6.36B
CLBFX vs SVBCX Comparison Chart in %
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CLBFX vs. SVBCX commentary
Dec 04, 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 StrongBuy and SVBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. SVBCX (6.37B). CLBFX pays higher dividends than SVBCX: CLBFX (1.83) vs SVBCX (0.84). 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 : 10.86 vs. CLBFX (9.42). CLBFX return over 5 years is better than : 42.06 vs. SVBCX (39.73).
| 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 | 16.745 | 14.763 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.37B | 4,226% |
| Annual Yield % from dividends | 1.83 | 0.84 | 218% |
| Returns for 1 year | 9.42 | 10.86 | 87% |
| Returns for 3 years | 41.56 | 42.65 | 97% |
| Returns for 5 years | 42.06 | 39.73 | 106% |
| Returns for 10 years | 90.52 | 87.54 | 103% |
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