Interact to see
Advertisement
Advertisement
CLBAX vs JABCX
CLBAX vs JABCX Comparison
Open Charts CLBAX vs JABCX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Janus Henderson Balanced C
Price$49.98
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets27.56B
CLBAX vs JABCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. JABCX commentary
Sep 27, 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 CLBAX is a Hold and JABCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. JABCX (27.6B). CLBAX pays higher dividends than JABCX: CLBAX (1.80) vs JABCX (0.97). CLBAX was incepted earlier than JABCX: CLBAX (24 years) vs JABCX (16 years). JABCX (1.63) is less costly to investors than CLBAX (0.58). JABCX is a more actively managed with annual turnover of: 76.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than JABCX: CLBAX (250) vs JABCX (2500). CLBAX annual gain was more profitable for investors over the last year : 7.82 vs. JABCX (6.46). CLBAX return over 5 years is better than : 45.97 vs. JABCX (36.74).
| CLBAX | JABCX | CLBAX / JABCX | |
| Total Expense Ratio | 0.58 | 1.63 | 36% |
| Annual Report Gross Expense Ratio | 0.58 | 1.63 | 36% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 12.860 | 11.768 | 109% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 27.6B | 949% |
| Annual Yield % from dividends | 1.80 | 0.97 | 185% |
| Returns for 1 year | 7.82 | 6.46 | 121% |
| Returns for 3 years | 51.69 | 44.52 | 116% |
| Returns for 5 years | 45.97 | 36.74 | 125% |
| Returns for 10 years | 95.16 | 90.87 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement