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CLBCX vs JBALX
CLBCX vs JBALX Comparison
Open Charts CLBCX vs JBALX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
Janus Henderson Balanced I
Price$51.00
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets28.02B
CLBCX vs JBALX Comparison Chart in %
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CLBCX vs. JBALX commentary
Oct 19, 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 JBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. JBALX (28B). JBALX pays higher dividends than CLBCX: JBALX (1.73) vs CLBCX (1.06). CLBCX was incepted earlier than JBALX: CLBCX (24 years) vs JBALX (16 years). CLBCX (1.35) is less costly to investors than JBALX (0.66). JBALX is a more actively managed with annual turnover of: 76.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than JBALX: CLBCX (250) vs JBALX (1000000). CLBCX (7.87) and JBALX (7.53) have marching annual gain over last year. JBALX (39.27) and CLBCX (38.56) have equivalent 5 years return.
| CLBCX | JBALX | CLBCX / JBALX | |
| Total Expense Ratio | 1.35 | 0.66 | 205% |
| Annual Report Gross Expense Ratio | 1.35 | 0.66 | 205% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 13.912 | 12.989 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 28B | 950% |
| Annual Yield % from dividends | 1.06 | 1.73 | 61% |
| Returns for 1 year | 7.87 | 7.53 | 104% |
| Returns for 3 years | 47.86 | 47.61 | 101% |
| Returns for 5 years | 38.56 | 39.27 | 98% |
| Returns for 10 years | 74.34 | 101.58 | 73% |
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