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CLBCX vs JBATX
CLBCX vs JBATX Comparison
Open Charts CLBCX vs JBATX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced R2
Price$30.68
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
CLBCX vs JBATX Comparison Chart in %
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CLBCX vs. JBATX 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 JBATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. JBATX (5.99B). JBATX pays higher dividends than CLBCX: JBATX (1.46) vs CLBCX (1.12). CLBCX was incepted earlier than JBATX: CLBCX (24 years) vs JBATX (13 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 : 8.96 vs. CLBCX (7.14). JBATX return over 5 years is better than : 42.42 vs. CLBCX (34.64).
| 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 | 13 years | - |
| Gain YTD | 9.208 | 8.223 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.99B | 4,274% |
| Annual Yield % from dividends | 1.12 | 1.46 | 77% |
| Returns for 1 year | 7.14 | 8.96 | 80% |
| Returns for 3 years | 27.58 | 31.27 | 88% |
| Returns for 5 years | 34.64 | 42.42 | 82% |
| Returns for 10 years | 65.77 | 81.60 | 81% |
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