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CLBFX vs JBAWX
CLBFX vs JBAWX Comparison
Open Charts CLBFX vs JBAWX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
JHancock Balanced R6
Price$31.41
Change+$0.18 (+0.58%)
VolumeN/A
Net Assets6.08B
CLBFX vs JBAWX Comparison Chart in %
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CLBFX vs. JBAWX 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 JBAWX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. JBAWX (6.08B). CLBFX (1.94) and JBAWX (1.90) have matching dividends . CLBFX was incepted earlier than JBAWX: CLBFX (23 years) vs JBAWX (14 years). CLBFX (0.67) is less costly to investors than JBAWX (0.63). JBAWX is a more actively managed with annual turnover of: 67.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than JBAWX: CLBFX (250) vs JBAWX (1000000). JBAWX annual gain was more profitable for investors over the last year : 13.25 vs. CLBFX (11.92). JBAWX return over 5 years is better than : 47.08 vs. CLBFX (43.66).
| CLBFX | JBAWX | CLBFX / JBAWX | |
| Total Expense Ratio | 0.67 | 0.62 | 108% |
| Annual Report Gross Expense Ratio | 0.67 | 0.63 | 106% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 11.937 | 10.914 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 6.08B | 4,260% |
| Annual Yield % from dividends | 1.94 | 1.90 | 102% |
| Returns for 1 year | 11.92 | 13.25 | 90% |
| Returns for 3 years | 38.90 | 41.72 | 93% |
| Returns for 5 years | 43.66 | 47.08 | 93% |
| Returns for 10 years | 93.51 | 99.97 | 94% |
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