CLBFX
Price
$39.30
Change
+$0.27 (+0.69%)
Updated
Oct 24 closing price
Net Assets
268.39B
SVBAX
Price
$32.03
Change
+$0.18 (+0.57%)
Updated
Oct 24 closing price
Net Assets
6.24B
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CLBFX vs SVBAX

Header iconCLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAXBanner chart's image
American Funds American Balanced 529F
Price$39.30
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
JHancock Balanced A
Price$32.03
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets6.24B
CLBFX vs SVBAX Comparison Chart in %
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CLBFX vs. SVBAX commentary
Oct 27, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 268B vs. SVBAX (6.24B). CLBFX pays higher dividends than SVBAX: CLBFX (1.89) vs SVBAX (1.51). 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 : 12.74 vs. CLBFX (11.14). CLBFX (47.42) and SVBAX (46.57) have equivalent 5 years return.
CLBFXSVBAXCLBFX / SVBAX
Total Expense Ratio0.671.0365%
Annual Report Gross Expense Ratio0.671.0464%
Fund Existence23 years33 years-
Gain YTD16.03713.357120%
Front LoadN/A5%-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets268B6.24B4,294%
Annual Yield % from dividends1.891.51125%
Returns for 1 year11.1412.7487%
Returns for 3 years50.3449.88101%
Returns for 5 years47.4246.57102%
Returns for 10 years90.9694.4296%
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