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CLBFX vs JDBAX
CLBFX vs JDBAX Comparison
Open Charts CLBFX vs JDBAX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Janus Henderson Balanced A
Price$47.22
Change-$0.47 (-0.99%)
VolumeN/A
Net Assets26.09B
CLBFX vs JDBAX Comparison Chart
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CLBFX vs. JDBAX commentary
Jun 16, 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: 244B vs. JDBAX (26.1B). CLBFX pays higher dividends than JDBAX: CLBFX (2.07) vs JDBAX (1.73). 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 : 5.44 vs. JDBAX (3.82). JDBAX (41.44) and CLBFX (41.30) 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 | 4.519 | 4.085 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 26.1B | 935% |
| Annual Yield % from dividends | 2.07 | 1.73 | 119% |
| Returns for 1 year | 5.44 | 3.82 | 142% |
| Returns for 3 years | 34.29 | 34.41 | 100% |
| Returns for 5 years | 41.30 | 41.44 | 100% |
| Returns for 10 years | 73.68 | 77.08 | 96% |
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