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CLBFX vs JBATX
CLBFX vs JBATX Comparison
Open Charts CLBFX vs JBATX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced R2
Price$30.68
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
CLBFX vs JBATX Comparison Chart in %
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CLBFX vs. JBATX 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 JBATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. JBATX (5.99B). CLBFX pays higher dividends than JBATX: CLBFX (1.97) vs JBATX (1.46). CLBFX was incepted earlier than JBATX: CLBFX (23 years) vs JBATX (13 years). JBATX (1.13) is less costly to investors than CLBFX (0.67). JBATX is a more actively managed with annual turnover of: 67.00 vs. CLBFX (44.00). JBATX has a lower initial minimum investment than CLBFX: JBATX (0) vs CLBFX (250). JBATX annual gain was more profitable for investors over the last year : 8.96 vs. CLBFX (8.11). JBATX (42.42) and CLBFX (40.98) have equivalent 5 years return.
| CLBFX | JBATX | CLBFX / JBATX | |
| Total Expense Ratio | 0.67 | 1.12 | 60% |
| Annual Report Gross Expense Ratio | 0.67 | 1.13 | 59% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 9.847 | 8.223 | 120% |
| 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 | 1.46 | 135% |
| Returns for 1 year | 8.11 | 8.96 | 91% |
| Returns for 3 years | 31.15 | 31.27 | 100% |
| Returns for 5 years | 40.98 | 42.42 | 97% |
| Returns for 10 years | 82.32 | 81.60 | 101% |
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