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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Janus Henderson Balanced A
Price$47.89
Change-$3.16 (-6.19%)
VolumeN/A
Net Assets28.32B
CLBCX vs JDBAX Comparison Chart in %
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CLBCX vs. JDBAX commentary
Feb 04, 2026
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 Hold and JDBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. JDBAX (28.3B). JDBAX pays higher dividends than CLBCX: JDBAX (1.55) vs CLBCX (1.19). CLBCX was incepted earlier than JDBAX: CLBCX (24 years) vs JDBAX (17 years). CLBCX (1.35) is less costly to investors than JDBAX (0.88). JDBAX is a more actively managed with annual turnover of: 75.00 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 : 10.51 vs. JDBAX (5.06). CLBCX return over 5 years is better than : 32.27 vs. JDBAX (24.64).
| 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 | 17 years | - |
| Gain YTD | 2.375 | -0.437 | -544% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 28.3B | 954% |
| Annual Yield % from dividends | 1.19 | 1.55 | 77% |
| Returns for 1 year | 10.51 | 5.06 | 208% |
| Returns for 3 years | 33.67 | 28.19 | 119% |
| Returns for 5 years | 32.27 | 24.64 | 131% |
| Returns for 10 years | 86.26 | 105.38 | 82% |
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