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CLBCX vs JABAX
CLBCX vs JABAX Comparison
Open Charts CLBCX vs JABAX
American Funds American Balanced 529C
Price$39.71
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
Janus Henderson Balanced T
Price$51.79
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets28.51B
CLBCX vs JABAX Comparison Chart in %
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CLBCX vs. JABAX commentary
Dec 05, 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 CLBCX is a StrongBuy and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. JABAX (28.5B). JABAX pays higher dividends than CLBCX: JABAX (1.58) vs CLBCX (1.02). CLBCX was incepted earlier than JABAX: CLBCX (24 years) vs JABAX (33 years). CLBCX (1.35) is less costly to investors than JABAX (0.82). JABAX is a more actively managed with annual turnover of: 76.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than JABAX: CLBCX (250) vs JABAX (2500). CLBCX annual gain was more profitable for investors over the last year : 8.95 vs. JABAX (7.06). JABAX (36.29) and CLBCX (35.46) have equivalent 5 years return.
| CLBCX | JABAX | CLBCX / JABAX | |
| Total Expense Ratio | 1.35 | 0.82 | 165% |
| Annual Report Gross Expense Ratio | 1.35 | 0.82 | 165% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 16.279 | 14.855 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 28.5B | 944% |
| Annual Yield % from dividends | 1.02 | 1.58 | 65% |
| Returns for 1 year | 8.95 | 7.06 | 127% |
| Returns for 3 years | 38.38 | 39.09 | 98% |
| Returns for 5 years | 35.46 | 36.29 | 98% |
| Returns for 10 years | 74.13 | 96.51 | 77% |
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