Interact to see
Advertisement
Advertisement
CLBCX vs SVBIX
CLBCX vs SVBIX Comparison
Open Charts CLBCX vs SVBIX
American Funds American Balanced 529C
Price$34.80
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
JHancock Balanced I
Price$28.67
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets5.61B
CLBCX vs SVBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. SVBIX commentary
May 25, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 237B vs. SVBIX (5.61B). SVBIX pays higher dividends than CLBCX: SVBIX (1.92) vs CLBCX (1.23). 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). CLBCX (4.46) and SVBIX (4.40) have marching annual gain over last year. SVBIX return over 5 years is better than : 47.25 vs. CLBCX (34.45).
| 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 | 1.524 | 0.833 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 5.61B | 4,227% |
| Annual Yield % from dividends | 1.23 | 1.92 | 64% |
| Returns for 1 year | 4.46 | 4.40 | 101% |
| Returns for 3 years | 20.70 | 29.08 | 71% |
| Returns for 5 years | 34.45 | 47.25 | 73% |
| Returns for 10 years | 53.10 | 70.01 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement