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CLBFX vs JBAWX
CLBFX vs JBAWX Comparison
Open Charts CLBFX vs JBAWX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
JHancock Balanced R6
Price$30.73
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets5.99B
CLBFX vs JBAWX Comparison Chart in %
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CLBFX vs. JBAWX 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 JBAWX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. JBAWX (5.99B). CLBFX (1.97) and JBAWX (1.92) 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 : 9.49 vs. CLBFX (8.11). JBAWX return over 5 years is better than : 45.28 vs. CLBFX (40.98).
| 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 | 9.847 | 8.513 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 5.99B | 4,274% |
| Annual Yield % from dividends | 1.97 | 1.92 | 103% |
| Returns for 1 year | 8.11 | 9.49 | 86% |
| Returns for 3 years | 31.15 | 32.96 | 94% |
| Returns for 5 years | 40.98 | 45.28 | 90% |
| Returns for 10 years | 82.32 | 88.26 | 93% |
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