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CLBFX vs SVBIX
CLBFX vs SVBIX Comparison
Open Charts CLBFX vs SVBIX
American Funds American Balanced 529F
Price$34.74
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
JHancock Balanced I
Price$28.67
Change-$0.08 (-0.28%)
VolumeN/A
Net Assets5.61B
CLBFX vs SVBIX Comparison Chart
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CLBFX vs. SVBIX commentary
May 25, 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: 237B vs. SVBIX (5.61B). CLBFX pays higher dividends than SVBIX: CLBFX (2.15) vs SVBIX (1.92). 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). CLBFX annual gain was more profitable for investors over the last year : 5.38 vs. SVBIX (4.40). SVBIX return over 5 years is better than : 47.25 vs. CLBFX (40.81).
| 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 | 1.903 | 0.833 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 5.61B | 4,227% |
| Annual Yield % from dividends | 2.15 | 1.92 | 112% |
| Returns for 1 year | 5.38 | 4.40 | 122% |
| Returns for 3 years | 24.08 | 29.08 | 83% |
| Returns for 5 years | 40.81 | 47.25 | 86% |
| Returns for 10 years | 68.38 | 70.01 | 98% |
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