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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Janus Henderson Balanced A
Price$51.23
Change-$0.64 (-1.23%)
VolumeN/A
Net Assets28.51B
CLBCX vs JDBAX Comparison Chart in %
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CLBCX vs. JDBAX commentary
Nov 14, 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 JDBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. JDBAX (28.5B). JDBAX pays higher dividends than CLBCX: JDBAX (1.52) vs CLBCX (1.04). CLBCX was incepted earlier than JDBAX: CLBCX (24 years) vs JDBAX (16 years). CLBCX (1.35) is less costly to investors than JDBAX (0.88). JDBAX is a more actively managed with annual turnover of: 76.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than JDBAX: CLBCX (250) vs JDBAX (2500). CLBCX annual gain was more profitable for investors over the last year : 9.13 vs. JDBAX (8.45). JDBAX (38.61) and CLBCX (37.82) have equivalent 5 years return.
| CLBCX | JDBAX | CLBCX / JDBAX | |
| Total Expense Ratio | 1.35 | 0.88 | 153% |
| Annual Report Gross Expense Ratio | 1.35 | 0.88 | 153% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 15.461 | 15.225 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 28.5B | 944% |
| Annual Yield % from dividends | 1.04 | 1.52 | 68% |
| Returns for 1 year | 9.13 | 8.45 | 108% |
| Returns for 3 years | 41.00 | 43.11 | 95% |
| Returns for 5 years | 37.82 | 38.61 | 98% |
| Returns for 10 years | 76.85 | 101.06 | 76% |
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