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CLBCX vs SVBIX
CLBCX vs SVBIX Comparison
Open Charts CLBCX vs SVBIX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
JHancock Balanced I
Price$29.46
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
CLBCX vs SVBIX Comparison Chart
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CLBCX vs. SVBIX commentary
Jun 15, 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: 244B vs. SVBIX (5.75B). SVBIX pays higher dividends than CLBCX: SVBIX (1.86) vs CLBCX (1.18). 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 : 5.99 vs. CLBCX (4.49). SVBIX return over 5 years is better than : 49.05 vs. CLBCX (34.93).
| 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 | 4.067 | 4.420 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 1.18 | 1.86 | 64% |
| Returns for 1 year | 4.49 | 5.99 | 75% |
| Returns for 3 years | 30.63 | 39.24 | 78% |
| Returns for 5 years | 34.93 | 49.05 | 71% |
| Returns for 10 years | 57.89 | 77.63 | 75% |
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