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CLBCX vs SVBIX
CLBCX vs SVBIX Comparison
Open Charts CLBCX vs SVBIX
American Funds American Balanced 529C
Price$38.51
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
JHancock Balanced I
Price$31.71
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets6.18B
CLBCX vs SVBIX Comparison Chart in %
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CLBCX vs. SVBIX commentary
Sep 18, 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 SVBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. SVBIX (6.18B). SVBIX pays higher dividends than CLBCX: SVBIX (1.80) vs CLBCX (1.11). 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 : 11.51 vs. CLBCX (8.69). SVBIX return over 5 years is better than : 49.81 vs. CLBCX (39.66).
| 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 | 12.479 | 12.323 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.18B | 4,256% |
| Annual Yield % from dividends | 1.11 | 1.80 | 62% |
| Returns for 1 year | 8.69 | 11.51 | 75% |
| Returns for 3 years | 40.60 | 47.94 | 85% |
| Returns for 5 years | 39.66 | 49.81 | 80% |
| Returns for 10 years | 77.95 | 100.96 | 77% |
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