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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
Janus Henderson Balanced A
Price$50.78
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets28.02B
CLBCX vs JDBAX Comparison Chart in %
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CLBCX vs. JDBAX commentary
Oct 19, 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: 266B vs. JDBAX (28B). JDBAX pays higher dividends than CLBCX: JDBAX (1.54) vs CLBCX (1.06). 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 : 7.87 vs. JDBAX (7.29). CLBCX (38.56) and JDBAX (37.62) 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 | 13.912 | 12.804 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 28B | 950% |
| Annual Yield % from dividends | 1.06 | 1.54 | 68% |
| Returns for 1 year | 7.87 | 7.29 | 108% |
| Returns for 3 years | 47.86 | 46.58 | 103% |
| Returns for 5 years | 38.56 | 37.62 | 103% |
| Returns for 10 years | 74.34 | 96.64 | 77% |
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