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CLBCX vs JABAX
CLBCX vs JABAX Comparison
Open Charts CLBCX vs JABAX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Janus Henderson Balanced T
Price$51.35
Change-$0.64 (-1.23%)
VolumeN/A
Net Assets28.51B
CLBCX vs JABAX Comparison Chart in %
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CLBCX vs. JABAX commentary
Nov 14, 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 Buy 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 (1.04). 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 : 7.92 vs. JABAX (7.26). JABAX (37.48) and CLBCX (36.11) 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 | 14.029 | 13.879 | 101% |
| 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 | 1.04 | 1.58 | 66% |
| Returns for 1 year | 7.92 | 7.26 | 109% |
| Returns for 3 years | 40.07 | 42.54 | 94% |
| Returns for 5 years | 36.11 | 37.48 | 96% |
| Returns for 10 years | 73.04 | 98.84 | 74% |
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