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CLBAX vs JBAVX
CLBAX vs JBAVX Comparison
Open Charts CLBAX vs JBAVX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced R5
Price$30.83
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets5.99B
CLBAX vs JBAVX Comparison Chart in %
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CLBAX vs. JBAVX commentary
Aug 18, 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: 256B vs. JBAVX (5.99B). JBAVX (1.87) and CLBAX (1.82) 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 : 9.44 vs. CLBAX (7.96). JBAVX return over 5 years is better than : 45.04 vs. CLBAX (39.83).
| 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 | 9.747 | 8.495 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.99B | 4,274% |
| Annual Yield % from dividends | 1.82 | 1.87 | 97% |
| Returns for 1 year | 7.96 | 9.44 | 84% |
| Returns for 3 years | 30.56 | 32.81 | 93% |
| Returns for 5 years | 39.83 | 45.04 | 88% |
| Returns for 10 years | 78.78 | 87.68 | 90% |
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