Interact to see
Advertisement
Advertisement
CLBFX vs SVBAX
CLBFX vs SVBAX Comparison
Open Charts CLBFX vs SVBAX
American Funds American Balanced 529F
Price$34.76
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
JHancock Balanced A
Price$28.75
Change-$0.28 (-0.96%)
VolumeN/A
Net Assets5.68B
CLBFX vs SVBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. SVBAX commentary
May 22, 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: 240B vs. SVBAX (5.68B). CLBFX pays higher dividends than SVBAX: CLBFX (2.15) 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 (0.67). 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). CLBFX annual gain was more profitable for investors over the last year : 4.45 vs. SVBAX (4.13). SVBAX return over 5 years is better than : 47.16 vs. CLBFX (40.89).
| 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 | 1.962 | 1.878 | 104% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 5.68B | 4,228% |
| Annual Yield % from dividends | 2.15 | 1.62 | 133% |
| Returns for 1 year | 4.45 | 4.13 | 108% |
| Returns for 3 years | 25.32 | 30.38 | 83% |
| Returns for 5 years | 40.89 | 47.16 | 87% |
| Returns for 10 years | 67.61 | 67.38 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers