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CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$35.28
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
JHancock Balanced A
Price$29.52
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets5.78B
CLBFX vs SVBAX Comparison Chart
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CLBFX vs. SVBAX commentary
Jan 31, 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: 241B vs. SVBAX (5.78B). CLBFX pays higher dividends than SVBAX: CLBFX (2.39) vs SVBAX (1.31). CLBFX was incepted earlier than SVBAX: CLBFX (22 years) vs SVBAX (32 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. SVBAX (62.00). CLBFX has a lower initial minimum investment than SVBAX: CLBFX (250) vs SVBAX (1000). SVBAX (12.67) and CLBFX (12.27) have marching annual gain over last year. SVBAX return over 5 years is better than : 44.90 vs. CLBFX (36.74).
| CLBFX | SVBAX | CLBFX / SVBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 3.128 | 2.869 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 5.78B | 4,172% |
| Annual Yield % from dividends | 2.39 | 1.31 | 183% |
| Returns for 1 year | 12.27 | 12.67 | 97% |
| Returns for 3 years | 16.76 | 17.25 | 97% |
| Returns for 5 years | 36.74 | 44.90 | 82% |
| Returns for 10 years | 74.28 | 75.04 | 99% |
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