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CLBFX vs JABAX
CLBFX vs JABAX Comparison
Open Charts CLBFX vs JABAX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced T
Price$49.86
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
CLBFX vs JABAX Comparison Chart in %
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CLBFX vs. JABAX 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 CLBFX is a Buy and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. JABAX (27.4B). CLBFX pays higher dividends than JABAX: CLBFX (1.97) vs JABAX (1.69). 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). JABAX (8.19) and CLBFX (8.11) have marching annual gain over last year. CLBFX (40.98) and JABAX (39.24) 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 | 9.847 | 10.143 | 97% |
| 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 | 1.97 | 1.69 | 117% |
| Returns for 1 year | 8.11 | 8.19 | 99% |
| Returns for 3 years | 31.15 | 28.39 | 110% |
| Returns for 5 years | 40.98 | 39.24 | 104% |
| Returns for 10 years | 82.32 | 90.00 | 91% |
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