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CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
JHancock Balanced I
Price$30.24
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets5.92B
CLBFX vs SVBIX Comparison Chart in %
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CLBFX vs. SVBIX commentary
Jul 05, 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 SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. SVBIX (5.92B). CLBFX pays higher dividends than SVBIX: CLBFX (1.99) vs SVBIX (1.84). CLBFX was incepted earlier than SVBIX: CLBFX (23 years) vs SVBIX (23 years). SVBIX (0.74) is less costly to investors than CLBFX (0.67). SVBIX is a more actively managed with annual turnover of: 67.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than SVBIX: CLBFX (250) vs SVBIX (250000). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. SVBIX (7.44). SVBIX return over 5 years is better than : 49.21 vs. CLBFX (44.49).
| CLBFX | SVBIX | CLBFX / SVBIX | |
| Total Expense Ratio | 0.67 | 0.73 | 92% |
| Annual Report Gross Expense Ratio | 0.67 | 0.74 | 91% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.169 | 6.914 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5.92B | 4,255% |
| Annual Yield % from dividends | 1.99 | 1.84 | 108% |
| Returns for 1 year | 8.02 | 7.44 | 108% |
| Returns for 3 years | 36.80 | 40.69 | 90% |
| Returns for 5 years | 44.49 | 49.21 | 90% |
| Returns for 10 years | 81.14 | 84.85 | 96% |
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