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CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
JHancock Balanced I
Price$31.82
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets6.22B
CLBFX vs SVBIX Comparison Chart in %
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CLBFX vs. SVBIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. SVBIX (6.22B). CLBFX pays higher dividends than SVBIX: CLBFX (1.86) vs SVBIX (1.75). CLBFX was incepted earlier than SVBIX: CLBFX (23 years) vs SVBIX (24 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). SVBIX annual gain was more profitable for investors over the last year : 12.29 vs. CLBFX (8.95). SVBIX return over 5 years is better than : 45.08 vs. CLBFX (40.97).
| 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 | 24 years | - |
| Gain YTD | 13.881 | 13.485 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 6.22B | 4,246% |
| Annual Yield % from dividends | 1.86 | 1.75 | 106% |
| Returns for 1 year | 8.95 | 12.29 | 73% |
| Returns for 3 years | 42.00 | 47.03 | 89% |
| Returns for 5 years | 40.97 | 45.08 | 91% |
| Returns for 10 years | 86.36 | 97.87 | 88% |
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