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CLBFX vs JBATX
CLBFX vs JBATX Comparison
Open Charts CLBFX vs JBATX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
JHancock Balanced R2
Price$29.53
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets6.32B
CLBFX vs JBATX Comparison Chart in %
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CLBFX vs. JBATX commentary
Dec 29, 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 StrongBuy and JBATX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. JBATX (6.32B). CLBFX pays higher dividends than JBATX: CLBFX (1.83) vs JBATX (1.37). 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: 67.00 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 : 9.21 vs. JBATX (3.00). CLBFX return over 5 years is better than : 37.57 vs. JBATX (29.50).
| 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 | 10.840 | 4.551 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 6.32B | 4,257% |
| Annual Yield % from dividends | 1.83 | 1.37 | 133% |
| Returns for 1 year | 9.21 | 3.00 | 307% |
| Returns for 3 years | 38.59 | 36.77 | 105% |
| Returns for 5 years | 37.57 | 29.50 | 127% |
| Returns for 10 years | 88.41 | 85.20 | 104% |
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