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CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
JHancock Balanced I
Price$31.66
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets6.16B
CLBFX vs SVBIX Comparison Chart in %
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CLBFX vs. SVBIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. SVBIX (6.16B). CLBFX pays higher dividends than SVBIX: CLBFX (1.89) vs SVBIX (1.79). 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 : 10.88 vs. CLBFX (8.84). SVBIX (46.42) and CLBFX (45.11) have equivalent 5 years return.
| 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 | 14.767 | 12.455 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.16B | 4,316% |
| Annual Yield % from dividends | 1.89 | 1.79 | 106% |
| Returns for 1 year | 8.84 | 10.88 | 81% |
| Returns for 3 years | 52.03 | 52.76 | 99% |
| Returns for 5 years | 45.11 | 46.42 | 97% |
| Returns for 10 years | 91.64 | 98.76 | 93% |
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