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CLBCX vs SVBIX
CLBCX vs SVBIX Comparison
Open Charts CLBCX vs SVBIX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
JHancock Balanced I
Price$29.16
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets5.75B
CLBCX vs SVBIX Comparison Chart
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CLBCX vs. SVBIX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. SVBIX (5.75B). SVBIX (1.57) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than SVBIX: CLBCX (23 years) vs SVBIX (23 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (62.00). 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 : 9.44 vs. CLBCX (8.39). SVBIX return over 5 years is better than : 42.83 vs. CLBCX (26.92).
| CLBCX | SVBIX | CLBCX / SVBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.768 | 2.172 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 5.75B | 4,211% |
| Annual Yield % from dividends | 1.52 | 1.57 | 97% |
| Returns for 1 year | 8.39 | 9.44 | 89% |
| Returns for 3 years | 16.44 | 21.57 | 76% |
| Returns for 5 years | 26.92 | 42.83 | 63% |
| Returns for 10 years | 53.37 | 72.46 | 74% |
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