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CLBAX vs JBAWX
CLBAX vs JBAWX Comparison
Open Charts CLBAX vs JBAWX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JHancock Balanced R6
Price$31.41
Change+$0.18 (+0.58%)
VolumeN/A
Net Assets6.08B
CLBAX vs JBAWX Comparison Chart in %
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CLBAX vs. JBAWX 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 JBAWX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. JBAWX (6.08B). JBAWX pays higher dividends than CLBAX: JBAWX (1.90) vs CLBAX (1.80). CLBAX was incepted earlier than JBAWX: CLBAX (24 years) vs JBAWX (14 years). JBAWX (0.63) is less costly to investors than CLBAX (0.58). JBAWX is a more actively managed with annual turnover of: 67.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than JBAWX: CLBAX (250) vs JBAWX (1000000). JBAWX annual gain was more profitable for investors over the last year : 13.25 vs. CLBAX (11.72). JBAWX return over 5 years is better than : 47.08 vs. CLBAX (42.50).
| CLBAX | JBAWX | CLBAX / JBAWX | |
| Total Expense Ratio | 0.58 | 0.62 | 94% |
| Annual Report Gross Expense Ratio | 0.58 | 0.63 | 92% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 11.803 | 10.914 | 108% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.80 | 1.90 | 95% |
| Returns for 1 year | 11.72 | 13.25 | 88% |
| Returns for 3 years | 38.19 | 41.72 | 92% |
| Returns for 5 years | 42.50 | 47.08 | 90% |
| Returns for 10 years | 89.77 | 99.97 | 90% |
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