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CLBCX vs SVBAX
CLBCX vs SVBAX Comparison
Open Charts CLBCX vs SVBAX
American Funds American Balanced 529C
Price$39.40
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
JHancock Balanced A
Price$32.03
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets6.24B
CLBCX vs SVBAX Comparison Chart in %
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CLBCX vs. SVBAX commentary
Oct 27, 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: 268B vs. SVBAX (6.24B). 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 : 12.74 vs. CLBCX (10.15). SVBAX return over 5 years is better than : 46.57 vs. CLBCX (40.85).
| 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 | 15.169 | 13.357 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 6.24B | 4,294% |
| Annual Yield % from dividends | 1.06 | 1.51 | 70% |
| Returns for 1 year | 10.15 | 12.74 | 80% |
| Returns for 3 years | 46.28 | 49.88 | 93% |
| Returns for 5 years | 40.85 | 46.57 | 88% |
| Returns for 10 years | 73.71 | 94.42 | 78% |
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