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CLBCX vs JBAFX
CLBCX vs JBAFX Comparison
Open Charts CLBCX vs JBAFX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
JHancock Balanced R4
Price$31.57
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets6.12B
CLBCX vs JBAFX Comparison Chart in %
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CLBCX vs. JBAFX commentary
Sep 28, 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 Hold and JBAFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. JBAFX (6.12B). JBAFX pays higher dividends than CLBCX: JBAFX (1.66) vs CLBCX (1.11). CLBCX was incepted earlier than JBAFX: CLBCX (24 years) vs JBAFX (17 years). CLBCX (1.35) is less costly to investors than JBAFX (0.98). JBAFX is a more actively managed with annual turnover of: 67.00 vs. CLBCX (44.00). JBAFX has a lower initial minimum investment than CLBCX: JBAFX (0) vs CLBCX (250). JBAFX annual gain was more profitable for investors over the last year : 9.31 vs. CLBCX (7.19). JBAFX return over 5 years is better than : 48.77 vs. CLBCX (40.81).
| CLBCX | JBAFX | CLBCX / JBAFX | |
| Total Expense Ratio | 1.35 | 0.87 | 155% |
| Annual Report Gross Expense Ratio | 1.35 | 0.98 | 138% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 12.421 | 11.230 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.12B | 4,298% |
| Annual Yield % from dividends | 1.11 | 1.66 | 67% |
| Returns for 1 year | 7.19 | 9.31 | 77% |
| Returns for 3 years | 48.53 | 53.93 | 90% |
| Returns for 5 years | 40.81 | 48.77 | 84% |
| Returns for 10 years | 81.37 | 104.02 | 78% |
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