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CLBAX vs JDBRX
CLBAX vs JDBRX Comparison
Open Charts CLBAX vs JDBRX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Janus Henderson Balanced R
Price$49.91
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets27.35B
CLBAX vs JDBRX Comparison Chart in %
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CLBAX vs. JDBRX 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 JDBRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. JDBRX (27.4B). CLBAX pays higher dividends than JDBRX: CLBAX (1.80) vs JDBRX (1.23). CLBAX was incepted earlier than JDBRX: CLBAX (24 years) vs JDBRX (16 years). JDBRX (1.31) is less costly to investors than CLBAX (0.58). JDBRX is a more actively managed with annual turnover of: 76.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than JDBRX: CLBAX (250) vs JDBRX (2500). CLBAX annual gain was more profitable for investors over the last year : 11.72 vs. JDBRX (9.61). CLBAX return over 5 years is better than : 42.50 vs. JDBRX (35.06).
| CLBAX | JDBRX | CLBAX / JDBRX | |
| Total Expense Ratio | 0.58 | 1.31 | 44% |
| Annual Report Gross Expense Ratio | 0.58 | 1.31 | 44% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 11.803 | 10.606 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 27.4B | 945% |
| Annual Yield % from dividends | 1.80 | 1.23 | 146% |
| Returns for 1 year | 11.72 | 9.61 | 122% |
| Returns for 3 years | 38.19 | 33.23 | 115% |
| Returns for 5 years | 42.50 | 35.06 | 121% |
| Returns for 10 years | 89.77 | 88.66 | 101% |
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