Interact to see
Advertisement
Advertisement
CLBFX vs JABAX
CLBFX vs JABAX Comparison
Open Charts CLBFX vs JABAX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Janus Henderson Balanced T
Price$50.24
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets27.35B
CLBFX vs JABAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. JABAX 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 CLBFX is a Buy and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. JABAX (27.4B). CLBFX pays higher dividends than JABAX: CLBFX (1.94) vs JABAX (1.67). CLBFX was incepted earlier than JABAX: CLBFX (23 years) vs JABAX (33 years). JABAX (0.82) is less costly to investors than CLBFX (0.67). JABAX is a more actively managed with annual turnover of: 76.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than JABAX: CLBFX (250) vs JABAX (2500). CLBFX annual gain was more profitable for investors over the last year : 10.11 vs. JABAX (9.20). CLBFX return over 5 years is better than : 42.70 vs. JABAX (38.26).
| CLBFX | JABAX | CLBFX / JABAX | |
| Total Expense Ratio | 0.67 | 0.82 | 82% |
| Annual Report Gross Expense Ratio | 0.67 | 0.82 | 82% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 11.495 | 10.983 | 105% |
| 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 | 1.94 | 1.67 | 116% |
| Returns for 1 year | 10.11 | 9.20 | 110% |
| Returns for 3 years | 41.65 | 38.44 | 108% |
| Returns for 5 years | 42.70 | 38.26 | 112% |
| Returns for 10 years | 92.18 | 97.81 | 94% |