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CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Janus Henderson Balanced R
Price$49.91
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets27.35B
CLBCX vs JDBRX Comparison Chart in %
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CLBCX vs. JDBRX commentary
Sep 09, 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: 259B vs. JDBRX (27.4B). JDBRX pays higher dividends than CLBCX: JDBRX (1.23) vs CLBCX (1.11). 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 : 10.90 vs. JDBRX (9.61). CLBCX return over 5 years is better than : 37.22 vs. JDBRX (35.06).
| 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 | 11.223 | 10.606 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 27.4B | 945% |
| Annual Yield % from dividends | 1.11 | 1.23 | 90% |
| Returns for 1 year | 10.90 | 9.61 | 113% |
| Returns for 3 years | 35.13 | 33.23 | 106% |
| Returns for 5 years | 37.22 | 35.06 | 106% |
| Returns for 10 years | 76.01 | 88.66 | 86% |
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