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CLBFX vs JBALX
CLBFX vs JBALX Comparison
Open Charts CLBFX vs JBALX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Janus Henderson Balanced I
Price$51.01
Change+$0.12 (+0.24%)
VolumeN/A
Net Assets27.56B
CLBFX vs JBALX Comparison Chart in %
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CLBFX vs. JBALX commentary
Sep 27, 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 JBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. JBALX (27.6B). CLBFX pays higher dividends than JBALX: CLBFX (1.94) vs JBALX (1.79). CLBFX was incepted earlier than JBALX: CLBFX (23 years) vs JBALX (16 years). CLBFX (0.67) and JBALX (0.66) have similar cost to investors . JBALX is a more actively managed with annual turnover of: 76.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than JBALX: CLBFX (250) vs JBALX (1000000). CLBFX (7.62) and JBALX (7.53) have marching annual gain over last year. CLBFX return over 5 years is better than : 46.68 vs. JBALX (43.59).
| CLBFX | JBALX | CLBFX / JBALX | |
| Total Expense Ratio | 0.67 | 0.66 | 102% |
| Annual Report Gross Expense Ratio | 0.67 | 0.66 | 102% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 12.614 | 12.531 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 27.6B | 949% |
| Annual Yield % from dividends | 1.94 | 1.79 | 108% |
| Returns for 1 year | 7.62 | 7.53 | 101% |
| Returns for 3 years | 51.90 | 48.83 | 106% |
| Returns for 5 years | 46.68 | 43.59 | 107% |
| Returns for 10 years | 98.38 | 110.16 | 89% |
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