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CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
American Funds American Balanced 529F
Price$33.00
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
JHancock Balanced I
Price$27.01
Change+$0.31 (+1.16%)
VolumeN/A
Net Assets5.26B
CLBFX vs SVBIX Comparison Chart
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CLBFX vs. SVBIX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 224B vs. SVBIX (5.26B). CLBFX pays higher dividends than SVBIX: CLBFX (2.14) vs SVBIX (1.93). CLBFX was incepted earlier than SVBIX: CLBFX (23 years) vs SVBIX (23 years). SVBIX (0.74) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (67.00). 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 : 1.03 vs. SVBIX (-2.07). SVBIX return over 5 years is better than : 43.89 vs. CLBFX (38.25).
| CLBFX | SVBIX | CLBFX / SVBIX | |
| Total Expense Ratio | 0.68 | 0.73 | 93% |
| Annual Report Gross Expense Ratio | 0.68 | 0.74 | 92% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | -3.201 | -6.096 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 5.26B | 4,261% |
| Annual Yield % from dividends | 2.14 | 1.93 | 111% |
| Returns for 1 year | 1.03 | -2.07 | -50% |
| Returns for 3 years | 12.05 | 12.16 | 99% |
| Returns for 5 years | 38.25 | 43.89 | 87% |
| Returns for 10 years | 60.40 | 58.49 | 103% |