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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Janus Henderson Balanced A
Price$48.92
Change+$0.26 (+0.53%)
VolumeN/A
Net Assets26.09B
CLBCX vs JDBAX Comparison Chart in %
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CLBCX vs. JDBAX commentary
Jul 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. JDBAX (26.1B). JDBAX pays higher dividends than CLBCX: JDBAX (1.65) vs CLBCX (1.13). CLBCX was incepted earlier than JDBAX: CLBCX (23 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 (7.04) and JDBAX (7.01) have marching annual gain over last year. JDBAX return over 5 years is better than : 43.33 vs. CLBCX (37.95).
| CLBCX | JDBAX | CLBCX / JDBAX | |
| Total Expense Ratio | 1.35 | 0.88 | 153% |
| Annual Report Gross Expense Ratio | 1.35 | 0.88 | 153% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 7.660 | 8.265 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 26.1B | 966% |
| Annual Yield % from dividends | 1.13 | 1.65 | 69% |
| Returns for 1 year | 7.04 | 7.01 | 101% |
| Returns for 3 years | 33.08 | 35.82 | 92% |
| Returns for 5 years | 37.95 | 43.33 | 88% |
| Returns for 10 years | 64.69 | 85.83 | 75% |
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