Interact to see
Advertisement
Advertisement
CLBFX vs JBAVX
CLBFX vs JBAVX Comparison
Open Charts CLBFX vs JBAVX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced R5
Price$30.83
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets5.99B
CLBFX vs JBAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. JBAVX 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 JBAVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. JBAVX (5.99B). CLBFX pays higher dividends than JBAVX: CLBFX (1.97) vs JBAVX (1.87). 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 : 9.44 vs. CLBFX (8.11). JBAVX return over 5 years is better than : 45.04 vs. CLBFX (40.98).
| 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 | 9.847 | 8.495 | 116% |
| 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 | 1.87 | 105% |
| Returns for 1 year | 8.11 | 9.44 | 86% |
| Returns for 3 years | 31.15 | 32.81 | 95% |
| Returns for 5 years | 40.98 | 45.04 | 91% |
| Returns for 10 years | 82.32 | 87.68 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RRRZX | 21.17 | 0.12 | +0.57% |
| DWS RREEF Real Estate Securities R6 | |||
| CBFEX | 40.39 | N/A | N/A |
| American Funds Global Balanced 529E | |||
| MLVGX | 19.47 | -0.03 | -0.15% |
| MFS Low Volatility Equity C | |||
| PSCJX | 23.44 | -0.12 | -0.51% |
| PGIM Jennison Small Company R4 | |||
| ESCFX | 15.03 | -0.08 | -0.52% |
| 1290 Essex Small Cap Growth A | |||