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CLBCX vs SVBIX
CLBCX vs SVBIX Comparison
Open Charts CLBCX vs SVBIX
American Funds American Balanced 529C
Price$34.35
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
JHancock Balanced I
Price$28.67
Change-$0.59 (-2.02%)
VolumeN/A
CapitalizationN/A
CLBCX vs SVBIX Comparison Chart
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CLBCX vs. SVBIX commentary
Dec 23, 2024
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: 236B vs. SVBIX (5.49B). 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 : 12.15 vs. CLBCX (9.38). SVBIX return over 5 years is better than : 44.05 vs. CLBCX (26.83).
| 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 | 8.764 | 11.678 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 5.49B | 4,296% |
| Annual Yield % from dividends | 1.52 | 1.57 | 97% |
| Returns for 1 year | 9.38 | 12.15 | 77% |
| Returns for 3 years | 8.37 | 12.31 | 68% |
| Returns for 5 years | 26.83 | 44.05 | 61% |
| Returns for 10 years | 52.02 | 72.33 | 72% |