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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$39.30
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
JHancock Balanced A
Price$32.03
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets6.24B
CLBFX vs SVBAX Comparison Chart in %
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CLBFX vs. SVBAX commentary
Oct 27, 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 CLBFX is a Buy and SVBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 268B vs. SVBAX (6.24B). CLBFX pays higher dividends than SVBAX: CLBFX (1.89) vs SVBAX (1.51). CLBFX was incepted earlier than SVBAX: CLBFX (23 years) vs SVBAX (33 years). SVBAX (1.04) is less costly to investors than CLBFX (0.67). SVBAX is a more actively managed with annual turnover of: 67.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than SVBAX: CLBFX (250) vs SVBAX (1000). SVBAX annual gain was more profitable for investors over the last year : 12.74 vs. CLBFX (11.14). CLBFX (47.42) and SVBAX (46.57) have equivalent 5 years return.
| CLBFX | SVBAX | CLBFX / SVBAX | |
| Total Expense Ratio | 0.67 | 1.03 | 65% |
| Annual Report Gross Expense Ratio | 0.67 | 1.04 | 64% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 16.037 | 13.357 | 120% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 6.24B | 4,294% |
| Annual Yield % from dividends | 1.89 | 1.51 | 125% |
| Returns for 1 year | 11.14 | 12.74 | 87% |
| Returns for 3 years | 50.34 | 49.88 | 101% |
| Returns for 5 years | 47.42 | 46.57 | 102% |
| Returns for 10 years | 90.96 | 94.42 | 96% |
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