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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
JHancock Balanced A
Price$29.48
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.79B
CLBFX vs SVBAX Comparison Chart
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CLBFX vs. SVBAX commentary
Jun 14, 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: 247B vs. SVBAX (5.79B). CLBFX pays higher dividends than SVBAX: CLBFX (2.07) vs SVBAX (1.56). 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 (5.67) and CLBFX (5.44) have marching annual gain over last year. SVBAX return over 5 years is better than : 47.29 vs. CLBFX (41.30).
| 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 | 4.519 | 4.265 | 106% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 5.79B | 4,264% |
| Annual Yield % from dividends | 2.07 | 1.56 | 132% |
| Returns for 1 year | 5.44 | 5.67 | 96% |
| Returns for 3 years | 34.29 | 38.15 | 90% |
| Returns for 5 years | 41.30 | 47.29 | 87% |
| Returns for 10 years | 73.68 | 73.91 | 100% |
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