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CLBFX vs JBATX
CLBFX vs JBATX Comparison
Open Charts CLBFX vs JBATX
American Funds American Balanced 529F
Price$38.21
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
JHancock Balanced R2
Price$29.86
Change-$1.92 (-6.04%)
VolumeN/A
Net Assets6.39B
CLBFX vs JBATX Comparison Chart in %
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CLBFX vs. JBATX commentary
Feb 05, 2026
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 JBATX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. JBATX (6.4B). CLBFX pays higher dividends than JBATX: CLBFX (2.03) vs JBATX (1.47). CLBFX was incepted earlier than JBATX: CLBFX (23 years) vs JBATX (14 years). JBATX (1.13) is less costly to investors than CLBFX (0.67). JBATX is a more actively managed with annual turnover of: 71.00 vs. CLBFX (44.00). JBATX has a lower initial minimum investment than CLBFX: JBATX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 11.50 vs. JBATX (3.39). CLBFX return over 5 years is better than : 38.44 vs. JBATX (27.90).
| 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 | 14 years | - |
| Gain YTD | 2.464 | 1.807 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 6.4B | 4,222% |
| Annual Yield % from dividends | 2.03 | 1.47 | 139% |
| Returns for 1 year | 11.50 | 3.39 | 339% |
| Returns for 3 years | 37.33 | 32.45 | 115% |
| Returns for 5 years | 38.44 | 27.90 | 138% |
| Returns for 10 years | 104.71 | 101.38 | 103% |
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