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CLBCX vs SVBIX
CLBCX vs SVBIX Comparison
Open Charts CLBCX vs SVBIX
American Funds American Balanced 529C
Price$39.08
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
JHancock Balanced I
Price$31.87
Change+$0.16 (+0.50%)
VolumeN/A
Net Assets6.18B
CLBCX vs SVBIX Comparison Chart in %
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CLBCX vs. SVBIX commentary
Oct 09, 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 Hold and SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. SVBIX (6.18B). SVBIX pays higher dividends than CLBCX: SVBIX (1.79) vs CLBCX (1.06). CLBCX was incepted earlier than SVBIX: CLBCX (24 years) vs SVBIX (24 years). CLBCX (1.35) is less costly to investors than SVBIX (0.74). SVBIX is a more actively managed with annual turnover of: 67.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than SVBIX: CLBCX (250) vs SVBIX (250000). SVBIX annual gain was more profitable for investors over the last year : 11.98 vs. CLBCX (9.10). SVBIX return over 5 years is better than : 47.03 vs. CLBCX (39.00).
| CLBCX | SVBIX | CLBCX / SVBIX | |
| Total Expense Ratio | 1.35 | 0.73 | 185% |
| Annual Report Gross Expense Ratio | 1.35 | 0.74 | 182% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 14.233 | 12.632 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.18B | 4,304% |
| Annual Yield % from dividends | 1.06 | 1.79 | 59% |
| Returns for 1 year | 9.10 | 11.98 | 76% |
| Returns for 3 years | 49.10 | 54.20 | 91% |
| Returns for 5 years | 39.00 | 47.03 | 83% |
| Returns for 10 years | 76.20 | 99.62 | 76% |
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