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CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
JHancock Balanced I
Price$29.46
Change-$0.23 (-0.77%)
VolumeN/A
Net Assets5.75B
CLBFX vs SVBIX Comparison Chart
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CLBFX vs. SVBIX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. SVBIX (5.75B). CLBFX pays higher dividends than SVBIX: CLBFX (2.07) vs SVBIX (1.86). 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 : 5.99 vs. CLBFX (5.44). SVBIX return over 5 years is better than : 49.05 vs. CLBFX (41.30).
| 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 | 4.519 | 4.420 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 5.75B | 4,246% |
| Annual Yield % from dividends | 2.07 | 1.86 | 112% |
| Returns for 1 year | 5.44 | 5.99 | 91% |
| Returns for 3 years | 34.29 | 39.24 | 87% |
| Returns for 5 years | 41.30 | 49.05 | 84% |
| Returns for 10 years | 73.68 | 77.63 | 95% |
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