Interact to see
Advertisement
Advertisement
CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$38.89
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
JHancock Balanced A
Price$31.83
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets6.18B
CLBFX vs SVBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. SVBAX commentary
Oct 07, 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: 266B vs. SVBAX (6.18B). 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 : 11.21 vs. CLBFX (9.74). SVBAX (46.86) and CLBFX (46.64) 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 | 14.826 | 12.367 | 120% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.18B | 4,302% |
| Annual Yield % from dividends | 1.89 | 1.51 | 125% |
| Returns for 1 year | 9.74 | 11.21 | 87% |
| Returns for 3 years | 52.95 | 52.89 | 100% |
| Returns for 5 years | 46.64 | 46.86 | 100% |
| Returns for 10 years | 93.39 | 95.26 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement