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CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
American Funds American Balanced 529F
Price$38.38
Change-$0.11 (-0.29%)
VolumeN/A
Net Assets263.25B
JHancock Balanced I
Price$31.71
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets6.18B
CLBFX vs SVBIX Comparison Chart in %
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CLBFX vs. SVBIX commentary
Sep 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. SVBIX (6.18B). CLBFX pays higher dividends than SVBIX: CLBFX (1.94) vs SVBIX (1.80). 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 : 11.51 vs. CLBFX (9.41). SVBIX return over 5 years is better than : 49.81 vs. CLBFX (45.86).
| 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 | 12.967 | 12.323 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.18B | 4,256% |
| Annual Yield % from dividends | 1.94 | 1.80 | 108% |
| Returns for 1 year | 9.41 | 11.51 | 82% |
| Returns for 3 years | 44.19 | 47.94 | 92% |
| Returns for 5 years | 45.86 | 49.81 | 92% |
| Returns for 10 years | 95.15 | 100.96 | 94% |
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