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CLBFX vs SVBCX
CLBFX vs SVBCX Comparison
Open Charts CLBFX vs SVBCX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced C
Price$30.64
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
CLBFX vs SVBCX Comparison Chart in %
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CLBFX vs. SVBCX commentary
Aug 17, 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 SVBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. SVBCX (5.99B). CLBFX pays higher dividends than SVBCX: CLBFX (1.97) vs SVBCX (0.90). CLBFX was incepted earlier than SVBCX: CLBFX (23 years) vs SVBCX (26 years). SVBCX (1.74) is less costly to investors than CLBFX (0.67). SVBCX is a more actively managed with annual turnover of: 67.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than SVBCX: CLBFX (250) vs SVBCX (1000). SVBCX (8.27) and CLBFX (8.11) have marching annual gain over last year. CLBFX return over 5 years is better than : 40.98 vs. SVBCX (38.76).
| CLBFX | SVBCX | CLBFX / SVBCX | |
| Total Expense Ratio | 0.67 | 1.73 | 39% |
| Annual Report Gross Expense Ratio | 0.67 | 1.74 | 39% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 9.847 | 7.758 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.99B | 4,274% |
| Annual Yield % from dividends | 1.97 | 0.90 | 220% |
| Returns for 1 year | 8.11 | 8.27 | 98% |
| Returns for 3 years | 31.15 | 29.05 | 107% |
| Returns for 5 years | 40.98 | 38.76 | 106% |
| Returns for 10 years | 82.32 | 73.54 | 112% |
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