CLBFX
Price
$37.07
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
SVBIX
Price
$30.49
Change
+$0.09 (+0.30%)
Updated
Jul 25 closing price
Net Assets
5.96B
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CLBFX vs SVBIX

Header iconCLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIXBanner chart's image
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
JHancock Balanced I
Price$30.49
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets5.96B
CLBFX vs SVBIX Comparison Chart in %
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CLBFX vs. SVBIX commentary
Jul 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 Buy and SVBIX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. SVBIX (5.96B). CLBFX pays higher dividends than SVBIX: CLBFX (1.99) vs SVBIX (1.84). CLBFX was incepted earlier than SVBIX: CLBFX (23 years) vs SVBIX (23 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). SVBIX (10.64) and CLBFX (10.40) have marching annual gain over last year. SVBIX return over 5 years is better than : 46.87 vs. CLBFX (42.59).
CLBFXSVBIXCLBFX / SVBIX
Total Expense Ratio0.670.7392%
Annual Report Gross Expense Ratio0.670.7491%
Fund Existence23 years23 years-
Gain YTD9.1117.798117%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B5.96B4,261%
Annual Yield % from dividends1.991.84108%
Returns for 1 year10.4010.6498%
Returns for 3 years36.4239.6992%
Returns for 5 years42.5946.8791%
Returns for 10 years81.1085.4995%
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