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CLBFX vs SVBCX
CLBFX vs SVBCX Comparison
Open Charts CLBFX vs SVBCX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JHancock Balanced C
Price$31.29
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets6.08B
CLBFX vs SVBCX Comparison Chart in %
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CLBFX vs. SVBCX commentary
Sep 09, 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: 259B vs. SVBCX (6.08B). CLBFX pays higher dividends than SVBCX: CLBFX (1.94) vs SVBCX (0.89). 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 : 11.92 vs. SVBCX (10.23). CLBFX return over 5 years is better than : 43.66 vs. SVBCX (39.33).
| 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 | 11.937 | 9.622 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.94 | 0.89 | 220% |
| Returns for 1 year | 11.92 | 10.23 | 117% |
| Returns for 3 years | 38.90 | 40.59 | 96% |
| Returns for 5 years | 43.66 | 39.33 | 111% |
| Returns for 10 years | 93.51 | 83.28 | 112% |
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