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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
JHancock Balanced A
Price$31.99
Change+$0.14 (+0.44%)
VolumeN/A
Net Assets6.19B
CLBFX vs SVBAX Comparison Chart in %
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CLBFX vs. SVBAX commentary
Nov 20, 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 Hold and SVBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. SVBAX (6.19B). CLBFX pays higher dividends than SVBAX: CLBFX (1.86) vs SVBAX (1.48). 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 : 11.45 vs. CLBFX (9.14). SVBAX (43.10) and CLBFX (41.70) 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 | 14.206 | 12.720 | 112% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.19B | 4,247% |
| Annual Yield % from dividends | 1.86 | 1.48 | 126% |
| Returns for 1 year | 9.14 | 11.45 | 80% |
| Returns for 3 years | 42.41 | 45.21 | 94% |
| Returns for 5 years | 41.70 | 43.10 | 97% |
| Returns for 10 years | 86.89 | 92.70 | 94% |
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