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CLBFX vs JABAX
CLBFX vs JABAX Comparison
Open Charts CLBFX vs JABAX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Janus Henderson Balanced T
Price$49.03
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets26.09B
CLBFX vs JABAX Comparison Chart in %
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CLBFX vs. JABAX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. JABAX (26.1B). CLBFX pays higher dividends than JABAX: CLBFX (1.99) vs JABAX (1.71). 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 : 8.02 vs. JABAX (7.12). CLBFX (44.49) and JABAX (43.93) have equivalent 5 years return.
| 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 | 8.169 | 8.310 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 26.1B | 966% |
| Annual Yield % from dividends | 1.99 | 1.71 | 116% |
| Returns for 1 year | 8.02 | 7.12 | 113% |
| Returns for 3 years | 36.80 | 36.17 | 102% |
| Returns for 5 years | 44.49 | 43.93 | 101% |
| Returns for 10 years | 81.14 | 87.63 | 93% |
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