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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced A
Price$30.71
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets6B
CLBFX vs SVBAX Comparison Chart in %
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CLBFX vs. SVBAX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. SVBAX (6B). CLBFX pays higher dividends than SVBAX: CLBFX (1.97) vs SVBAX (1.55). 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 : 9.22 vs. CLBFX (8.11). SVBAX (43.06) and CLBFX (40.98) 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 | 9.847 | 8.439 | 117% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 6B | 4,267% |
| Annual Yield % from dividends | 1.97 | 1.55 | 128% |
| Returns for 1 year | 8.11 | 9.22 | 88% |
| Returns for 3 years | 31.15 | 31.76 | 98% |
| Returns for 5 years | 40.98 | 43.06 | 95% |
| Returns for 10 years | 82.32 | 83.00 | 99% |