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CLBCX vs JBATX
CLBCX vs JBATX Comparison
Open Charts CLBCX vs JBATX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JHancock Balanced R2
Price$31.34
Change+$0.13 (+0.42%)
VolumeN/A
Net Assets6.08B
CLBCX vs JBATX Comparison Chart in %
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CLBCX vs. JBATX commentary
Sep 09, 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 JBATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. JBATX (6.08B). JBATX pays higher dividends than CLBCX: JBATX (1.44) vs CLBCX (1.11). CLBCX was incepted earlier than JBATX: CLBCX (24 years) vs JBATX (14 years). CLBCX (1.35) is less costly to investors than JBATX (1.13). JBATX is a more actively managed with annual turnover of: 67.00 vs. CLBCX (44.00). JBATX has a lower initial minimum investment than CLBCX: JBATX (0) vs CLBCX (250). JBATX annual gain was more profitable for investors over the last year : 10.88 vs. CLBCX (9.15). JBATX return over 5 years is better than : 42.93 vs. CLBCX (36.30).
| CLBCX | JBATX | CLBCX / JBATX | |
| Total Expense Ratio | 1.35 | 1.12 | 121% |
| Annual Report Gross Expense Ratio | 1.35 | 1.13 | 119% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 10.785 | 10.093 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.11 | 1.44 | 77% |
| Returns for 1 year | 9.15 | 10.88 | 84% |
| Returns for 3 years | 37.75 | 43.00 | 88% |
| Returns for 5 years | 36.30 | 42.93 | 85% |
| Returns for 10 years | 74.80 | 91.67 | 82% |
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