Interact to see
Advertisement
Advertisement
CLBFX vs JDBRX
CLBFX vs JDBRX Comparison
Open Charts CLBFX vs JDBRX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Janus Henderson Balanced R
Price$49.91
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets27.35B
CLBFX vs JDBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. JDBRX 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 JDBRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. JDBRX (27.4B). CLBFX pays higher dividends than JDBRX: CLBFX (1.94) vs JDBRX (1.23). 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 : 11.92 vs. JDBRX (9.61). CLBFX return over 5 years is better than : 43.66 vs. JDBRX (35.06).
| 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 | 11.937 | 10.606 | 113% |
| Front Load | N/A | N/A | - |
| 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 | 1.23 | 158% |
| Returns for 1 year | 11.92 | 9.61 | 124% |
| Returns for 3 years | 38.90 | 33.23 | 117% |
| Returns for 5 years | 43.66 | 35.06 | 125% |
| Returns for 10 years | 93.51 | 88.66 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CXE | 3.62 | 0.04 | +1.12% |
| MFS High Income Municipal Trust | |||
| DFIS | 31.43 | 0.30 | +0.96% |
| Dimensional International Small Cap ETF | |||
| ETO | 27.48 | 0.13 | +0.48% |
| Eaton Vance Tax-Advantaged Global Div Oppor Fund | |||
| FSCC | 29.45 | 0.13 | +0.44% |
| Federated Hermes MDT Small Cap Core ETF | |||
| RAYC | 17.60 | 0.02 | +0.11% |
| Rayliant Quantamental China Equity ETF | |||