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CLBFX vs JDBRX
CLBFX vs JDBRX Comparison
Open Charts CLBFX vs JDBRX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Janus Henderson Balanced R
Price$48.98
Change+$0.14 (+0.29%)
VolumeN/A
Net Assets27.03B
CLBFX vs JDBRX Comparison Chart in %
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CLBFX vs. JDBRX 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 JDBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. JDBRX (27B). CLBFX pays higher dividends than JDBRX: CLBFX (1.99) vs JDBRX (1.26). CLBFX was incepted earlier than JDBRX: CLBFX (23 years) vs JDBRX (16 years). JDBRX (1.31) is less costly to investors than CLBFX (0.67). JDBRX is a more actively managed with annual turnover of: 76.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than JDBRX: CLBFX (250) vs JDBRX (2500). CLBFX (10.40) and JDBRX (10.01) have marching annual gain over last year. CLBFX return over 5 years is better than : 42.59 vs. JDBRX (38.68).
| CLBFX | JDBRX | CLBFX / JDBRX | |
| Total Expense Ratio | 0.67 | 1.31 | 51% |
| Annual Report Gross Expense Ratio | 0.67 | 1.31 | 51% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 9.111 | 9.026 | 101% |
| Front Load | N/A | N/A | - |
| 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 | 1.26 | 158% |
| Returns for 1 year | 10.40 | 10.01 | 104% |
| Returns for 3 years | 36.42 | 32.77 | 111% |
| Returns for 5 years | 42.59 | 38.68 | 110% |
| Returns for 10 years | 81.10 | 79.04 | 103% |
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