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CLBFX vs JBAVX
CLBFX vs JBAVX Comparison
Open Charts CLBFX vs JBAVX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JHancock Balanced R5
Price$31.50
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets6.08B
CLBFX vs JBAVX Comparison Chart in %
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CLBFX vs. JBAVX commentary
Sep 09, 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 JBAVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. JBAVX (6.08B). CLBFX pays higher dividends than JBAVX: CLBFX (1.94) vs JBAVX (1.85). CLBFX was incepted earlier than JBAVX: CLBFX (23 years) vs JBAVX (17 years). JBAVX (0.68) and CLBFX (0.67) have similar cost to investors . JBAVX is a more actively managed with annual turnover of: 67.00 vs. CLBFX (44.00). JBAVX has a lower initial minimum investment than CLBFX: JBAVX (0) vs CLBFX (250). JBAVX annual gain was more profitable for investors over the last year : 13.15 vs. CLBFX (11.92). JBAVX return over 5 years is better than : 46.78 vs. CLBFX (43.66).
| CLBFX | JBAVX | CLBFX / JBAVX | |
| Total Expense Ratio | 0.67 | 0.67 | 100% |
| Annual Report Gross Expense Ratio | 0.67 | 0.68 | 99% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 11.937 | 10.853 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.94 | 1.85 | 105% |
| Returns for 1 year | 11.92 | 13.15 | 91% |
| Returns for 3 years | 38.90 | 41.55 | 94% |
| Returns for 5 years | 43.66 | 46.78 | 93% |
| Returns for 10 years | 93.51 | 99.25 | 94% |
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