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CLBFX vs SVBCX
CLBFX vs SVBCX Comparison
Open Charts CLBFX vs SVBCX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
JHancock Balanced C
Price$29.75
Change-$0.10 (-0.34%)
VolumeN/A
Net Assets6.37B
CLBFX vs SVBCX Comparison Chart in %
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CLBFX vs. SVBCX commentary
Jan 15, 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 (6.37B). CLBFX pays higher dividends than SVBCX: CLBFX (2.08) vs SVBCX (0.93). 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). CLBFX annual gain was more profitable for investors over the last year : 14.42 vs. SVBCX (5.30). CLBFX return over 5 years is better than : 39.53 vs. SVBCX (26.28).
| 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 | 2.357 | 1.501 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.37B | 4,237% |
| Annual Yield % from dividends | 2.08 | 0.93 | 224% |
| Returns for 1 year | 14.42 | 5.30 | 272% |
| Returns for 3 years | 38.39 | 30.72 | 125% |
| Returns for 5 years | 39.53 | 26.28 | 150% |
| Returns for 10 years | 105.76 | 90.91 | 116% |
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