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CLBFX vs JDBAX
CLBFX vs JDBAX Comparison
Open Charts CLBFX vs JDBAX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Janus Henderson Balanced A
Price$50.12
Change-$0.09 (-0.18%)
VolumeN/A
Net Assets27.35B
CLBFX vs JDBAX Comparison Chart in %
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CLBFX vs. JDBAX 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 JDBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. JDBAX (27.4B). CLBFX pays higher dividends than JDBAX: CLBFX (1.94) vs JDBAX (1.61). 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 : 10.11 vs. JDBAX (9.09). CLBFX return over 5 years is better than : 42.70 vs. JDBAX (37.65).
| 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 | 11.495 | 10.921 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 27.4B | 945% |
| Annual Yield % from dividends | 1.94 | 1.61 | 121% |
| Returns for 1 year | 10.11 | 9.09 | 111% |
| Returns for 3 years | 41.65 | 38.06 | 109% |
| Returns for 5 years | 42.70 | 37.65 | 113% |
| Returns for 10 years | 92.18 | 95.96 | 96% |