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CLBFX vs JBAFX
CLBFX vs JBAFX Comparison
Open Charts CLBFX vs JBAFX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced R4
Price$30.89
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets5.99B
CLBFX vs JBAFX Comparison Chart in %
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CLBFX vs. JBAFX 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 JBAFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. JBAFX (5.99B). CLBFX pays higher dividends than JBAFX: CLBFX (1.97) vs JBAFX (1.68). CLBFX was incepted earlier than JBAFX: CLBFX (23 years) vs JBAFX (17 years). JBAFX (0.98) is less costly to investors than CLBFX (0.67). JBAFX is a more actively managed with annual turnover of: 67.00 vs. CLBFX (44.00). JBAFX has a lower initial minimum investment than CLBFX: JBAFX (0) vs CLBFX (250). JBAFX annual gain was more profitable for investors over the last year : 9.24 vs. CLBFX (8.11). JBAFX return over 5 years is better than : 43.87 vs. CLBFX (40.98).
| CLBFX | JBAFX | CLBFX / JBAFX | |
| Total Expense Ratio | 0.67 | 0.87 | 77% |
| Annual Report Gross Expense Ratio | 0.67 | 0.98 | 68% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 9.847 | 8.371 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.99B | 4,274% |
| Annual Yield % from dividends | 1.97 | 1.68 | 117% |
| Returns for 1 year | 8.11 | 9.24 | 88% |
| Returns for 3 years | 31.15 | 32.14 | 97% |
| Returns for 5 years | 40.98 | 43.87 | 93% |
| Returns for 10 years | 82.32 | 85.08 | 97% |
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