Interact to see
Advertisement
Advertisement
CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced R
Price$49.33
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
CLBCX vs JDBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. JDBRX commentary
Aug 18, 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: 256B vs. JDBRX (27.4B). JDBRX pays higher dividends than CLBCX: JDBRX (1.25) vs CLBCX (1.12). 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). JDBRX annual gain was more profitable for investors over the last year : 7.60 vs. CLBCX (7.14). JDBRX (35.62) and CLBCX (34.64) have equivalent 5 years return.
| 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 | 9.208 | 9.805 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 27.4B | 934% |
| Annual Yield % from dividends | 1.12 | 1.25 | 90% |
| Returns for 1 year | 7.14 | 7.60 | 94% |
| Returns for 3 years | 27.58 | 26.39 | 105% |
| Returns for 5 years | 34.64 | 35.62 | 97% |
| Returns for 10 years | 65.77 | 80.56 | 82% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| JHS | 11.63 | 0.07 | +0.61% |
| John Hancock Income Securities Trust Capital Stock | |||
| LFAK | 133.43 | N/A | N/A |
| LifeX 2052 Longevity Income ETF | |||
| EMM | 30.24 | -0.01 | -0.04% |
| Global X Emerging Markets ex-China ETF | |||
| DFSD | 48.18 | -0.04 | -0.08% |
| Dimensional Short-Duration Fixed Inc ETF | |||
| SFY | 123.93 | -0.33 | -0.27% |
| SoFi Select 500 ETF | |||