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CLBCX vs JABAX
CLBCX vs JABAX Comparison
Open Charts CLBCX vs JABAX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced T
Price$49.86
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
CLBCX vs JABAX Comparison Chart in %
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CLBCX vs. JABAX 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 CLBCX is a Buy and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. JABAX (27.4B). JABAX pays higher dividends than CLBCX: JABAX (1.69) vs CLBCX (1.12). 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). JABAX annual gain was more profitable for investors over the last year : 8.19 vs. CLBCX (7.14). JABAX return over 5 years is better than : 39.24 vs. CLBCX (34.64).
| 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 | 9.208 | 10.143 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 27.4B | 934% |
| Annual Yield % from dividends | 1.12 | 1.69 | 67% |
| Returns for 1 year | 7.14 | 8.19 | 87% |
| Returns for 3 years | 27.58 | 28.39 | 97% |
| Returns for 5 years | 34.64 | 39.24 | 88% |
| Returns for 10 years | 65.77 | 90.00 | 73% |
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