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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
Janus Henderson Balanced A
Price$48.47
Change+$0.15 (+0.31%)
VolumeN/A
Net Assets28.46B
CLBCX vs JDBAX Comparison Chart in %
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CLBCX vs. JDBAX commentary
Dec 26, 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 StrongBuy and JDBAX is a Hold.
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 (1.02). 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: 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 : 8.57 vs. JDBAX (5.97). CLBCX return over 5 years is better than : 31.60 vs. JDBAX (28.13).
| 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 | 10.024 | 7.672 | 131% |
| 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 | 1.02 | 1.52 | 67% |
| Returns for 1 year | 8.57 | 5.97 | 143% |
| Returns for 3 years | 34.81 | 35.68 | 98% |
| Returns for 5 years | 31.60 | 28.13 | 112% |
| Returns for 10 years | 72.29 | 93.30 | 77% |
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