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CLBAX vs JBALX
CLBAX vs JBALX Comparison
Open Charts CLBAX vs JBALX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced I
Price$49.97
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
CLBAX vs JBALX Comparison Chart in %
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CLBAX vs. JBALX commentary
Aug 17, 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 Buy and JBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. JBALX (27.4B). CLBAX (1.82) and JBALX (1.81) 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 (8.34) and CLBAX (7.96) have marching annual gain over last year. JBALX (40.30) and CLBAX (39.83) 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 | 9.747 | 10.237 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 27.4B | 934% |
| Annual Yield % from dividends | 1.82 | 1.81 | 100% |
| Returns for 1 year | 7.96 | 8.34 | 95% |
| Returns for 3 years | 30.56 | 28.97 | 106% |
| Returns for 5 years | 39.83 | 40.30 | 99% |
| Returns for 10 years | 78.78 | 93.04 | 85% |
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