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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
JHancock Balanced A
Price$29.40
Change-$0.71 (-2.36%)
VolumeN/A
CapitalizationN/A
CLBFX vs SVBAX Comparison Chart
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CLBFX vs. SVBAX commentary
Dec 19, 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 CLBFX is a Hold and SVBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. SVBAX (5.76B). CLBFX pays higher dividends than SVBAX: CLBFX (2.39) vs SVBAX (1.31). CLBFX was incepted earlier than SVBAX: CLBFX (22 years) vs SVBAX (32 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. SVBAX (62.00). 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 : 17.26 vs. CLBFX (12.67). SVBAX return over 5 years is better than : 48.84 vs. CLBFX (35.48).
| CLBFX | SVBAX | CLBFX / SVBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 11.647 | 16.230 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 5.76B | 4,183% |
| Annual Yield % from dividends | 2.39 | 1.31 | 183% |
| Returns for 1 year | 12.67 | 17.26 | 73% |
| Returns for 3 years | 13.69 | 16.66 | 82% |
| Returns for 5 years | 35.48 | 48.84 | 73% |
| Returns for 10 years | 61.86 | 76.68 | 81% |
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