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CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
JHancock Balanced I
Price$29.16
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets5.75B
CLBFX vs SVBIX Comparison Chart
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CLBFX vs. SVBIX commentary
Feb 23, 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 Hold and SVBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. SVBIX (5.75B). CLBFX pays higher dividends than SVBIX: CLBFX (2.39) vs SVBIX (1.57). CLBFX was incepted earlier than SVBIX: CLBFX (22 years) vs SVBIX (23 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (62.00). CLBFX has a lower initial minimum investment than SVBIX: CLBFX (250) vs SVBIX (250000). SVBIX (9.44) and CLBFX (9.36) have marching annual gain over last year. SVBIX return over 5 years is better than : 42.83 vs. CLBFX (32.87).
| CLBFX | SVBIX | CLBFX / SVBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 2.894 | 2.172 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 5.75B | 4,211% |
| Annual Yield % from dividends | 2.39 | 1.57 | 152% |
| Returns for 1 year | 9.36 | 9.44 | 99% |
| Returns for 3 years | 19.64 | 21.57 | 91% |
| Returns for 5 years | 32.87 | 42.83 | 77% |
| Returns for 10 years | 68.67 | 72.46 | 95% |
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