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CLBCX vs SVBIX
CLBCX vs SVBIX Comparison
Open Charts CLBCX vs SVBIX
American Funds American Balanced 529C
Price$37.12
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets252.99B
JHancock Balanced I
Price$30.41
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets5.93B
CLBCX vs SVBIX Comparison Chart in %
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CLBCX vs. SVBIX commentary
Aug 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 Buy and SVBIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 253B vs. SVBIX (5.93B). SVBIX pays higher dividends than CLBCX: SVBIX (1.83) vs CLBCX (1.12). CLBCX was incepted earlier than SVBIX: CLBCX (23 years) vs SVBIX (23 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 : 11.28 vs. CLBCX (9.30). SVBIX return over 5 years is better than : 42.85 vs. CLBCX (33.71).
| CLBCX | SVBIX | CLBCX / SVBIX | |
| Total Expense Ratio | 1.35 | 0.73 | 185% |
| Annual Report Gross Expense Ratio | 1.35 | 0.74 | 182% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.419 | 7.338 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 5.93B | 4,265% |
| Annual Yield % from dividends | 1.12 | 1.83 | 62% |
| Returns for 1 year | 9.30 | 11.28 | 83% |
| Returns for 3 years | 29.77 | 35.27 | 84% |
| Returns for 5 years | 33.71 | 42.85 | 79% |
| Returns for 10 years | 64.58 | 84.89 | 76% |
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