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CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
JHancock Balanced I
Price$29.84
Change-$1.93 (-6.07%)
VolumeN/A
Net Assets6.37B
CLBFX vs SVBIX Comparison Chart in %
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CLBFX vs. SVBIX commentary
Feb 05, 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 SVBIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. SVBIX (6.37B). CLBFX pays higher dividends than SVBIX: CLBFX (2.03) vs SVBIX (1.82). 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: 71.00 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 : 11.50 vs. SVBIX (3.76). CLBFX return over 5 years is better than : 38.44 vs. SVBIX (29.95).
| 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 | 2.464 | 1.808 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.37B | 4,237% |
| Annual Yield % from dividends | 2.03 | 1.82 | 112% |
| Returns for 1 year | 11.50 | 3.76 | 306% |
| Returns for 3 years | 37.33 | 33.90 | 110% |
| Returns for 5 years | 38.44 | 29.95 | 128% |
| Returns for 10 years | 104.71 | 107.32 | 98% |
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