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CLBCX vs JABAX
CLBCX vs JABAX Comparison
Open Charts CLBCX vs JABAX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Janus Henderson Balanced T
Price$49.49
Change+$0.15 (+0.30%)
VolumeN/A
Net Assets27.03B
CLBCX vs JABAX Comparison Chart in %
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CLBCX vs. JABAX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. JABAX (27B). JABAX pays higher dividends than CLBCX: JABAX (1.71) vs CLBCX (1.13). CLBCX was incepted earlier than JABAX: CLBCX (23 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). JABAX annual gain was more profitable for investors over the last year : 10.61 vs. CLBCX (9.42). JABAX return over 5 years is better than : 42.33 vs. CLBCX (36.20).
| CLBCX | JABAX | CLBCX / JABAX | |
| Total Expense Ratio | 1.35 | 0.82 | 165% |
| Annual Report Gross Expense Ratio | 1.35 | 0.82 | 165% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 8.536 | 9.326 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 27B | 941% |
| Annual Yield % from dividends | 1.13 | 1.71 | 66% |
| Returns for 1 year | 9.42 | 10.61 | 89% |
| Returns for 3 years | 32.73 | 34.89 | 94% |
| Returns for 5 years | 36.20 | 42.33 | 86% |
| Returns for 10 years | 64.69 | 88.34 | 73% |