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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced A
Price$49.75
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
CLBCX vs JDBAX Comparison Chart in %
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CLBCX vs. JDBAX 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 JDBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. JDBAX (27.4B). JDBAX pays higher dividends than CLBCX: JDBAX (1.62) vs CLBCX (1.12). 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). JDBAX annual gain was more profitable for investors over the last year : 8.10 vs. CLBCX (7.14). JDBAX return over 5 years is better than : 38.69 vs. CLBCX (34.64).
| 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 | 9.208 | 10.102 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 27.4B | 934% |
| Annual Yield % from dividends | 1.12 | 1.62 | 69% |
| Returns for 1 year | 7.14 | 8.10 | 88% |
| Returns for 3 years | 27.58 | 28.08 | 98% |
| Returns for 5 years | 34.64 | 38.69 | 90% |
| Returns for 10 years | 65.77 | 88.25 | 75% |
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