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CLBAX vs JBALX
CLBAX vs JBALX Comparison
Open Charts CLBAX vs JBALX
CLBAX vs JBALX Comparison Chart in %
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CLBAX vs. JBALX commentary
Aug 21, 2026
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 CLBAX is a Hold and JBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. JBALX (27.8B). CLBAX pays higher dividends than JBALX: CLBAX (1.82) vs JBALX (1.67). CLBAX was incepted earlier than JBALX: CLBAX (25 years) vs JBALX (17 years). JBALX (0.67) is less costly to investors than CLBAX (0.58). JBALX is a more actively managed with annual turnover of: 75.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than JBALX: CLBAX (250) vs JBALX (1000000). CLBAX annual gain was more profitable for investors over the last year : 12.07 vs. JBALX (3.76). CLBAX return over 5 years is better than : 35.65 vs. JBALX (21.04).
| CLBAX | JBALX | CLBAX / JBALX | |
| Total Expense Ratio | 0.58 | 0.67 | 87% |
| Annual Report Gross Expense Ratio | 0.58 | 0.67 | 87% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 9.963 | 5.909 | 169% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 27.8B | 1,018% |
| Annual Yield % from dividends | 1.82 | 1.67 | 109% |
| Returns for 1 year | 12.07 | 3.76 | 321% |
| Returns for 3 years | 44.77 | 34.52 | 130% |
| Returns for 5 years | 35.65 | 21.04 | 169% |
| Returns for 10 years | 94.05 | 104.34 | 90% |
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