Interact to see
Advertisement
Advertisement
CLBCX vs SVBIX
CLBCX vs SVBIX Comparison
Open Charts CLBCX vs SVBIX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
JHancock Balanced I
Price$31.96
Change+$0.14 (+0.44%)
VolumeN/A
Net Assets6.19B
CLBCX vs SVBIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. SVBIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. SVBIX (6.19B). SVBIX pays higher dividends than CLBCX: SVBIX (1.75) vs CLBCX (1.04). 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 : 11.79 vs. CLBCX (8.18). SVBIX return over 5 years is better than : 44.92 vs. CLBCX (35.38).
| 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 | 13.269 | 13.023 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.19B | 4,247% |
| Annual Yield % from dividends | 1.04 | 1.75 | 59% |
| Returns for 1 year | 8.18 | 11.79 | 69% |
| Returns for 3 years | 38.51 | 46.43 | 83% |
| Returns for 5 years | 35.38 | 44.92 | 79% |
| Returns for 10 years | 70.03 | 97.07 | 72% |