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CLBAX vs JBAWX
CLBAX vs JBAWX Comparison
Open Charts CLBAX vs JBAWX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced R6
Price$30.73
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
CLBAX vs JBAWX Comparison Chart in %
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CLBAX vs. JBAWX 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 JBAWX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. JBAWX (5.99B). JBAWX pays higher dividends than CLBAX: JBAWX (1.92) vs CLBAX (1.82). 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 : 9.49 vs. CLBAX (7.96). JBAWX return over 5 years is better than : 45.28 vs. CLBAX (39.83).
| 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 | 9.747 | 8.513 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.99B | 4,274% |
| Annual Yield % from dividends | 1.82 | 1.92 | 95% |
| Returns for 1 year | 7.96 | 9.49 | 84% |
| Returns for 3 years | 30.56 | 32.96 | 93% |
| Returns for 5 years | 39.83 | 45.28 | 88% |
| Returns for 10 years | 78.78 | 88.26 | 89% |
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