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CLBAX vs JBAVX
CLBAX vs JBAVX Comparison
Open Charts CLBAX vs JBAVX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JHancock Balanced R5
Price$31.50
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets6.08B
CLBAX vs JBAVX Comparison Chart in %
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CLBAX vs. JBAVX commentary
Sep 09, 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 JBAVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. JBAVX (6.08B). JBAVX (1.85) and CLBAX (1.80) have matching dividends . CLBAX was incepted earlier than JBAVX: CLBAX (24 years) vs JBAVX (17 years). JBAVX (0.68) is less costly to investors than CLBAX (0.58). JBAVX is a more actively managed with annual turnover of: 67.00 vs. CLBAX (44.00). JBAVX has a lower initial minimum investment than CLBAX: JBAVX (0) vs CLBAX (250). JBAVX annual gain was more profitable for investors over the last year : 13.15 vs. CLBAX (11.72). JBAVX return over 5 years is better than : 46.78 vs. CLBAX (42.50).
| CLBAX | JBAVX | CLBAX / JBAVX | |
| Total Expense Ratio | 0.58 | 0.67 | 87% |
| Annual Report Gross Expense Ratio | 0.58 | 0.68 | 85% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 11.803 | 10.853 | 109% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.80 | 1.85 | 97% |
| Returns for 1 year | 11.72 | 13.15 | 89% |
| Returns for 3 years | 38.19 | 41.55 | 92% |
| Returns for 5 years | 42.50 | 46.78 | 91% |
| Returns for 10 years | 89.77 | 99.25 | 90% |
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