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CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
American Funds American Balanced 529F
Price$37.04
Change+$0.12 (+0.33%)
VolumeN/A
Net Assets252.99B
JHancock Balanced I
Price$30.41
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets5.93B
CLBFX vs SVBIX Comparison Chart in %
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CLBFX vs. SVBIX commentary
Aug 09, 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: 253B vs. SVBIX (5.93B). CLBFX pays higher dividends than SVBIX: CLBFX (1.97) vs SVBIX (1.83). 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). SVBIX annual gain was more profitable for investors over the last year : 11.28 vs. CLBFX (10.27). SVBIX return over 5 years is better than : 42.85 vs. CLBFX (39.97).
| 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 | 23 years | - |
| Gain YTD | 9.023 | 7.338 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 5.93B | 4,265% |
| Annual Yield % from dividends | 1.97 | 1.83 | 108% |
| Returns for 1 year | 10.27 | 11.28 | 91% |
| Returns for 3 years | 33.41 | 35.27 | 95% |
| Returns for 5 years | 39.97 | 42.85 | 93% |
| Returns for 10 years | 80.95 | 84.89 | 95% |
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