Interact to see
Advertisement
Advertisement
CLBAX vs JBALX
CLBAX vs JBALX Comparison
Open Charts CLBAX vs JBALX
CLBAX vs JBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. JBALX commentary
Sep 16, 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: 285B vs. JBALX (27.9B). CLBAX pays higher dividends than JBALX: CLBAX (1.80) vs JBALX (1.64). 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 : 5.64 vs. JBALX (-1.78). CLBAX return over 5 years is better than : 31.91 vs. JBALX (17.53).
| 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 | 7.693 | 3.215 | 239% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 27.9B | 1,022% |
| Annual Yield % from dividends | 1.80 | 1.64 | 109% |
| Returns for 1 year | 5.64 | -1.78 | -316% |
| Returns for 3 years | 40.58 | 30.38 | 134% |
| Returns for 5 years | 31.91 | 17.53 | 182% |
| Returns for 10 years | 93.15 | 102.78 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers