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CLBFX vs JDBAX
CLBFX vs JDBAX Comparison
Open Charts CLBFX vs JDBAX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Janus Henderson Balanced A
Price$49.38
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets27.03B
CLBFX vs JDBAX Comparison Chart in %
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CLBFX vs. JDBAX commentary
Jul 28, 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: 254B vs. JDBAX (27B). 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). JDBAX (10.51) and CLBFX (10.40) have marching annual gain over last year. CLBFX (42.59) and JDBAX (41.77) 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 | 9.111 | 9.283 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 27B | 941% |
| Annual Yield % from dividends | 1.99 | 1.65 | 121% |
| Returns for 1 year | 10.40 | 10.51 | 99% |
| Returns for 3 years | 36.42 | 34.55 | 105% |
| Returns for 5 years | 42.59 | 41.77 | 102% |
| Returns for 10 years | 81.10 | 86.61 | 94% |
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