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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$33.24
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.57B
JHancock Balanced A
Price$27.19
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets5.35B
CLBFX vs SVBAX Comparison Chart
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CLBFX vs. SVBAX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 228B vs. SVBAX (5.35B). CLBFX pays higher dividends than SVBAX: CLBFX (2.14) vs SVBAX (1.62). CLBFX was incepted earlier than SVBAX: CLBFX (23 years) vs SVBAX (33 years). SVBAX (1.04) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. SVBAX (67.00). CLBFX has a lower initial minimum investment than SVBAX: CLBFX (250) vs SVBAX (1000). CLBFX annual gain was more profitable for investors over the last year : 3.76 vs. SVBAX (1.32). SVBAX return over 5 years is better than : 42.42 vs. CLBFX (38.10).
| CLBFX | SVBAX | CLBFX / SVBAX | |
| Total Expense Ratio | 0.68 | 1.03 | 66% |
| Annual Report Gross Expense Ratio | 0.68 | 1.04 | 65% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -2.497 | -4.474 | 56% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 5.35B | 4,261% |
| Annual Yield % from dividends | 2.14 | 1.62 | 132% |
| Returns for 1 year | 3.76 | 1.32 | 285% |
| Returns for 3 years | 12.97 | 13.70 | 95% |
| Returns for 5 years | 38.10 | 42.42 | 90% |
| Returns for 10 years | 61.89 | 58.50 | 106% |
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