Interact to see
Advertisement
Advertisement
CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
JHancock Balanced I
Price$32.75
Change+$0.12 (+0.37%)
VolumeN/A
Net Assets6.36B
CLBFX vs SVBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. SVBIX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. SVBIX (6.37B). 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). SVBIX annual gain was more profitable for investors over the last year : 12.50 vs. CLBFX (9.92). SVBIX return over 5 years is better than : 46.01 vs. CLBFX (41.82).
| 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 | 17.277 | 16.326 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.37B | 4,226% |
| Annual Yield % from dividends | 1.83 | 1.72 | 107% |
| Returns for 1 year | 9.92 | 12.50 | 79% |
| Returns for 3 years | 42.21 | 47.36 | 89% |
| Returns for 5 years | 41.82 | 46.01 | 91% |
| Returns for 10 years | 91.38 | 103.05 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRUSX | 35.02 | 1.07 | +3.15% |
| Bridgeway Ultra-Small Company | |||
| MLPGX | 6.97 | 0.08 | +1.16% |
| Invesco SteelPath MLP Alpha C | |||
| FMSDX | 15.65 | 0.10 | +0.64% |
| Fidelity Multi-Asset Income | |||
| CBFFX | 41.98 | 0.09 | +0.21% |
| American Funds Global Balanced 529F1 | |||
| RGIYX | 10.67 | 0.01 | +0.09% |
| Russell Inv Global Infrastructure Y | |||