Interact to see
Advertisement
Advertisement
CLBFX vs JBAFX
CLBFX vs JBAFX Comparison
Open Charts CLBFX vs JBAFX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
JHancock Balanced R4
Price$31.57
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets6.12B
CLBFX vs JBAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. JBAFX commentary
Sep 28, 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 Hold and JBAFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. JBAFX (6.12B). CLBFX pays higher dividends than JBAFX: CLBFX (1.94) vs JBAFX (1.66). 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 : 9.31 vs. CLBFX (7.93). JBAFX (48.77) and CLBFX (47.10) have equivalent 5 years return.
| 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 | 12.937 | 11.230 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.12B | 4,298% |
| Annual Yield % from dividends | 1.94 | 1.66 | 117% |
| Returns for 1 year | 7.93 | 9.31 | 85% |
| Returns for 3 years | 52.34 | 53.93 | 97% |
| Returns for 5 years | 47.10 | 48.77 | 97% |
| Returns for 10 years | 98.95 | 104.02 | 95% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers