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CLBCX vs SVBAX
CLBCX vs SVBAX Comparison
Open Charts CLBCX vs SVBAX
American Funds American Balanced 529C
Price$39.01
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
JHancock Balanced A
Price$31.83
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets6.18B
CLBCX vs SVBAX Comparison Chart in %
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CLBCX vs. SVBAX commentary
Oct 07, 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 CLBCX is a Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. SVBAX (6.18B). SVBAX pays higher dividends than CLBCX: SVBAX (1.51) vs CLBCX (1.06). CLBCX was incepted earlier than SVBAX: CLBCX (24 years) vs SVBAX (33 years). CLBCX (1.35) is less costly to investors than SVBAX (1.04). SVBAX is a more actively managed with annual turnover of: 67.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than SVBAX: CLBCX (250) vs SVBAX (1000). SVBAX annual gain was more profitable for investors over the last year : 11.21 vs. CLBCX (8.79). SVBAX return over 5 years is better than : 46.86 vs. CLBCX (40.13).
| CLBCX | SVBAX | CLBCX / SVBAX | |
| Total Expense Ratio | 1.35 | 1.03 | 131% |
| Annual Report Gross Expense Ratio | 1.35 | 1.04 | 130% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 14.029 | 12.367 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.18B | 4,302% |
| Annual Yield % from dividends | 1.06 | 1.51 | 70% |
| Returns for 1 year | 8.79 | 11.21 | 78% |
| Returns for 3 years | 48.83 | 52.89 | 92% |
| Returns for 5 years | 40.13 | 46.86 | 86% |
| Returns for 10 years | 75.88 | 95.26 | 80% |
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