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CLBCX vs JBALX
CLBCX vs JBALX Comparison
Open Charts CLBCX vs JBALX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Janus Henderson Balanced I
Price$48.12
Change-$3.14 (-6.13%)
VolumeN/A
Net Assets28.32B
CLBCX vs JBALX Comparison Chart in %
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CLBCX vs. JBALX commentary
Feb 04, 2026
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 JBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. JBALX (28.3B). JBALX pays higher dividends than CLBCX: JBALX (1.74) vs CLBCX (1.19). CLBCX was incepted earlier than JBALX: CLBCX (24 years) vs JBALX (17 years). CLBCX (1.35) is less costly to investors than JBALX (0.66). JBALX is a more actively managed with annual turnover of: 75.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than JBALX: CLBCX (250) vs JBALX (1000000). CLBCX annual gain was more profitable for investors over the last year : 10.51 vs. JBALX (5.33). CLBCX return over 5 years is better than : 32.27 vs. JBALX (26.14).
| 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 | 17 years | - |
| Gain YTD | 2.375 | -0.393 | -604% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 28.3B | 954% |
| Annual Yield % from dividends | 1.19 | 1.74 | 68% |
| Returns for 1 year | 10.51 | 5.33 | 197% |
| Returns for 3 years | 33.67 | 29.12 | 116% |
| Returns for 5 years | 32.27 | 26.14 | 123% |
| Returns for 10 years | 86.26 | 110.64 | 78% |
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