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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
JHancock Balanced A
Price$31.24
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.07B
CLBFX vs SVBAX Comparison Chart in %
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CLBFX vs. SVBAX commentary
Sep 08, 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: 259B vs. SVBAX (6.07B). CLBFX pays higher dividends than SVBAX: CLBFX (1.94) vs SVBAX (1.52). 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 : 10.97 vs. CLBFX (10.11). SVBAX (43.41) and CLBFX (42.70) 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 | 11.495 | 10.131 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.07B | 4,267% |
| Annual Yield % from dividends | 1.94 | 1.52 | 128% |
| Returns for 1 year | 10.11 | 10.97 | 92% |
| Returns for 3 years | 41.65 | 43.23 | 96% |
| Returns for 5 years | 42.70 | 43.41 | 98% |
| Returns for 10 years | 92.18 | 92.93 | 99% |
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