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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Janus Henderson Balanced A
Price$47.22
Change-$0.47 (-0.99%)
VolumeN/A
Net Assets26.09B
CLBCX vs JDBAX Comparison Chart
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CLBCX vs. JDBAX commentary
Jun 16, 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: 244B vs. JDBAX (26.1B). JDBAX pays higher dividends than CLBCX: JDBAX (1.73) vs CLBCX (1.18). 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 annual gain was more profitable for investors over the last year : 4.49 vs. JDBAX (3.82). JDBAX return over 5 years is better than : 41.44 vs. CLBCX (34.93).
| 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 | 4.067 | 4.085 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 26.1B | 935% |
| Annual Yield % from dividends | 1.18 | 1.73 | 68% |
| Returns for 1 year | 4.49 | 3.82 | 118% |
| Returns for 3 years | 30.63 | 34.41 | 89% |
| Returns for 5 years | 34.93 | 41.44 | 84% |
| Returns for 10 years | 57.89 | 77.08 | 75% |
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