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CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
JHancock Balanced I
Price$29.51
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets6.32B
CLBFX vs SVBIX Comparison Chart in %
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CLBFX vs. SVBIX commentary
Dec 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 StrongBuy and SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. SVBIX (6.32B). CLBFX pays higher dividends than SVBIX: CLBFX (1.83) vs SVBIX (1.72). CLBFX was incepted earlier than SVBIX: CLBFX (23 years) vs SVBIX (24 years). SVBIX (0.74) is less costly to investors than CLBFX (0.67). SVBIX is a more actively managed with annual turnover of: 67.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than SVBIX: CLBFX (250) vs SVBIX (250000). CLBFX annual gain was more profitable for investors over the last year : 9.21 vs. SVBIX (3.26). CLBFX return over 5 years is better than : 37.57 vs. SVBIX (31.50).
| CLBFX | SVBIX | CLBFX / SVBIX | |
| Total Expense Ratio | 0.67 | 0.73 | 92% |
| Annual Report Gross Expense Ratio | 0.67 | 0.74 | 91% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 10.840 | 4.818 | 225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.32B | 4,257% |
| Annual Yield % from dividends | 1.83 | 1.72 | 107% |
| Returns for 1 year | 9.21 | 3.26 | 282% |
| Returns for 3 years | 38.59 | 38.19 | 101% |
| Returns for 5 years | 37.57 | 31.50 | 119% |
| Returns for 10 years | 88.41 | 90.59 | 98% |
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