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CLBFX vs JBALX
CLBFX vs JBALX Comparison
Open Charts CLBFX vs JBALX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced I
Price$49.97
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
CLBFX vs JBALX Comparison Chart in %
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CLBFX vs. JBALX commentary
Aug 17, 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 JBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. JBALX (27.4B). CLBFX pays higher dividends than JBALX: CLBFX (1.97) vs JBALX (1.81). 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). JBALX (8.34) and CLBFX (8.11) have marching annual gain over last year. CLBFX (40.98) and JBALX (40.30) have equivalent 5 years return.
| 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 | 9.847 | 10.237 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 27.4B | 934% |
| Annual Yield % from dividends | 1.97 | 1.81 | 109% |
| Returns for 1 year | 8.11 | 8.34 | 97% |
| Returns for 3 years | 31.15 | 28.97 | 108% |
| Returns for 5 years | 40.98 | 40.30 | 102% |
| Returns for 10 years | 82.32 | 93.04 | 88% |
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