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CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Janus Henderson Balanced R
Price$47.47
Change-$3.17 (-6.26%)
VolumeN/A
Net Assets28.32B
CLBCX vs JDBRX Comparison Chart in %
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CLBCX vs. JDBRX 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 JDBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. JDBRX (28.3B). CLBCX (1.19) and JDBRX (1.16) have matching dividends . CLBCX was incepted earlier than JDBRX: CLBCX (24 years) vs JDBRX (17 years). CLBCX (1.35) and JDBRX (1.31) have similar cost to investors . JDBRX is a more actively managed with annual turnover of: 75.00 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 : 10.51 vs. JDBRX (4.54). CLBCX return over 5 years is better than : 32.27 vs. JDBRX (21.84).
| 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 | 17 years | - |
| Gain YTD | 2.375 | -0.482 | -493% |
| Front Load | N/A | N/A | - |
| 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 | 1.16 | 102% |
| Returns for 1 year | 10.51 | 4.54 | 231% |
| Returns for 3 years | 33.67 | 26.43 | 127% |
| Returns for 5 years | 32.27 | 21.84 | 148% |
| Returns for 10 years | 86.26 | 96.91 | 89% |
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