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CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$39.50
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Janus Henderson Balanced R
Price$51.44
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets28.51B
CLBCX vs JDBRX Comparison Chart in %
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CLBCX vs. JDBRX commentary
Nov 14, 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 JDBRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 268B vs. JDBRX (28.5B). JDBRX pays higher dividends than CLBCX: JDBRX (1.15) vs CLBCX (1.04). CLBCX was incepted earlier than JDBRX: CLBCX (24 years) vs JDBRX (16 years). CLBCX (1.35) and JDBRX (1.31) have similar cost to investors . JDBRX is a more actively managed with annual turnover of: 76.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than JDBRX: CLBCX (250) vs JDBRX (2500). CLBCX annual gain was more profitable for investors over the last year : 9.13 vs. JDBRX (7.97). CLBCX return over 5 years is better than : 37.82 vs. JDBRX (35.57).
| CLBCX | JDBRX | CLBCX / JDBRX | |
| Total Expense Ratio | 1.35 | 1.31 | 103% |
| Annual Report Gross Expense Ratio | 1.35 | 1.31 | 103% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 15.461 | 14.812 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 28.5B | 940% |
| Annual Yield % from dividends | 1.04 | 1.15 | 90% |
| Returns for 1 year | 9.13 | 7.97 | 115% |
| Returns for 3 years | 41.00 | 41.25 | 99% |
| Returns for 5 years | 37.82 | 35.57 | 106% |
| Returns for 10 years | 76.85 | 92.86 | 83% |
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