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CLBFX vs SVBCX
CLBFX vs SVBCX Comparison
Open Charts CLBFX vs SVBCX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHancock Balanced C
Price$31.17
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets6.07B
CLBFX vs SVBCX Comparison Chart in %
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CLBFX vs. SVBCX commentary
Sep 07, 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: 258B vs. SVBCX (6.07B). CLBFX pays higher dividends than SVBCX: CLBFX (1.94) vs SVBCX (0.89). 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 (10.23) and CLBFX (10.11) have marching annual gain over last year. CLBFX return over 5 years is better than : 42.70 vs. SVBCX (39.33).
| 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 | 11.495 | 9.622 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.07B | 4,250% |
| Annual Yield % from dividends | 1.94 | 0.89 | 220% |
| Returns for 1 year | 10.11 | 10.23 | 99% |
| Returns for 3 years | 41.65 | 40.59 | 103% |
| Returns for 5 years | 42.70 | 39.33 | 109% |
| Returns for 10 years | 92.18 | 83.28 | 111% |
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