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CLBFX vs JDBAX
CLBFX vs JDBAX Comparison
Open Charts CLBFX vs JDBAX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Janus Henderson Balanced A
Price$48.92
Change+$0.26 (+0.53%)
VolumeN/A
Net Assets26.09B
CLBFX vs JDBAX Comparison Chart in %
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CLBFX vs. JDBAX commentary
Jul 08, 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 JDBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. JDBAX (26.1B). CLBFX pays higher dividends than JDBAX: CLBFX (1.99) vs JDBAX (1.65). CLBFX was incepted earlier than JDBAX: CLBFX (23 years) vs JDBAX (16 years). JDBAX (0.88) is less costly to investors than CLBFX (0.67). JDBAX is a more actively managed with annual turnover of: 76.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than JDBAX: CLBFX (250) vs JDBAX (2500). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. JDBAX (7.01). CLBFX (44.49) and JDBAX (43.33) have equivalent 5 years return.
| CLBFX | JDBAX | CLBFX / JDBAX | |
| Total Expense Ratio | 0.67 | 0.88 | 76% |
| Annual Report Gross Expense Ratio | 0.67 | 0.88 | 76% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 8.169 | 8.265 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 26.1B | 966% |
| Annual Yield % from dividends | 1.99 | 1.65 | 121% |
| Returns for 1 year | 8.02 | 7.01 | 115% |
| Returns for 3 years | 36.80 | 35.82 | 103% |
| Returns for 5 years | 44.49 | 43.33 | 103% |
| Returns for 10 years | 81.14 | 85.83 | 95% |
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