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CLBFX vs JDBRX
CLBFX vs JDBRX Comparison
Open Charts CLBFX vs JDBRX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced R
Price$49.33
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
CLBFX vs JDBRX Comparison Chart in %
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CLBFX vs. JDBRX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. JDBRX (27.4B). CLBFX pays higher dividends than JDBRX: CLBFX (1.97) vs JDBRX (1.25). 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 annual gain was more profitable for investors over the last year : 8.11 vs. JDBRX (7.60). CLBFX return over 5 years is better than : 40.98 vs. JDBRX (35.62).
| 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 | 9.847 | 9.805 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 27.4B | 934% |
| Annual Yield % from dividends | 1.97 | 1.25 | 158% |
| Returns for 1 year | 8.11 | 7.60 | 107% |
| Returns for 3 years | 31.15 | 26.39 | 118% |
| Returns for 5 years | 40.98 | 35.62 | 115% |
| Returns for 10 years | 82.32 | 80.56 | 102% |
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