Interact to see
Advertisement
Advertisement
CLBAX vs JBALX
CLBAX vs JBALX Comparison
Open Charts CLBAX vs JBALX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Janus Henderson Balanced I
Price$51.01
Change+$0.12 (+0.24%)
VolumeN/A
Net Assets27.56B
CLBAX vs JBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. JBALX 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 JBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. JBALX (27.6B). CLBAX (1.80) and JBALX (1.79) have matching dividends . CLBAX was incepted earlier than JBALX: CLBAX (24 years) vs JBALX (16 years). JBALX (0.66) is less costly to investors than CLBAX (0.58). JBALX is a more actively managed with annual turnover of: 76.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than JBALX: CLBAX (250) vs JBALX (1000000). JBALX (7.53) and CLBAX (7.51) have marching annual gain over last year. CLBAX (45.55) and JBALX (43.59) have equivalent 5 years return.
| CLBAX | JBALX | CLBAX / JBALX | |
| Total Expense Ratio | 0.58 | 0.66 | 88% |
| Annual Report Gross Expense Ratio | 0.58 | 0.66 | 88% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 12.537 | 12.531 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 27.6B | 949% |
| Annual Yield % from dividends | 1.80 | 1.79 | 100% |
| Returns for 1 year | 7.51 | 7.53 | 100% |
| Returns for 3 years | 51.25 | 48.83 | 105% |
| Returns for 5 years | 45.55 | 43.59 | 104% |
| Returns for 10 years | 94.60 | 110.16 | 86% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QWLD | 139.52 | 0.94 | +0.68% |
| SPDR® MSCI World StrategicFactors ETF | |||
| ISHG | 75.81 | 0.24 | +0.31% |
| iShares 1-3 Year International TrsBd ETF | |||
| ABLG | 30.62 | 0.01 | +0.05% |
| Abacus FCF International Leaders ETF | |||
| TLH | 102.53 | -0.11 | -0.11% |
| iShares 10-20 Year Treasury Bond ETF | |||
| CIF | 1.78 | -0.02 | -1.11% |
| MFS Intermediate High Income Fund | |||