Ad is loading...
CLBCX vs SVBIX
CLBCX vs SVBIX Comparison
Open Charts CLBCX vs SVBIX
American Funds American Balanced 529C
Price$33.09
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets223.62B
JHancock Balanced I
Price$27.01
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets5.26B
CLBCX vs SVBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. SVBIX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 224B vs. SVBIX (5.26B). SVBIX pays higher dividends than CLBCX: SVBIX (1.93) vs CLBCX (1.22). CLBCX was incepted earlier than SVBIX: CLBCX (23 years) vs SVBIX (23 years). CLBCX (1.37) is less costly to investors than SVBIX (0.74). CLBCX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (67.00). CLBCX has a lower initial minimum investment than SVBIX: CLBCX (250) vs SVBIX (250000). CLBCX annual gain was more profitable for investors over the last year : 0.13 vs. SVBIX (-2.07). SVBIX return over 5 years is better than : 43.89 vs. CLBCX (31.98).
| CLBCX | SVBIX | CLBCX / SVBIX | |
| Total Expense Ratio | 1.37 | 0.73 | 188% |
| Annual Report Gross Expense Ratio | 1.37 | 0.74 | 185% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -3.465 | -6.096 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 5.26B | 4,261% |
| Annual Yield % from dividends | 1.22 | 1.93 | 63% |
| Returns for 1 year | 0.13 | -2.07 | -6% |
| Returns for 3 years | 9.01 | 12.16 | 74% |
| Returns for 5 years | 31.98 | 43.89 | 73% |
| Returns for 10 years | 45.81 | 58.49 | 78% |
View a ticker or compare two or three
VS
VS
Ad is loading...