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CLBAX vs JBATX
CLBAX vs JBATX Comparison
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CLBAX vs JBATX Comparison Chart in %
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CLBAX vs. JBATX commentary
Jul 14, 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 Buy and JBATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. JBATX (6.9B). CLBAX pays higher dividends than JBATX: CLBAX (1.79) vs JBATX (1.36). CLBAX was incepted earlier than JBATX: CLBAX (24 years) vs JBATX (14 years). JBATX (1.12) is less costly to investors than CLBAX (0.58). JBATX is a more actively managed with annual turnover of: 71.00 vs. CLBAX (50.00). JBATX has a lower initial minimum investment than CLBAX: JBATX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 12.06 vs. JBATX (8.07). CLBAX return over 5 years is better than : 34.83 vs. JBATX (28.83).
| CLBAX | JBATX | CLBAX / JBATX | |
| Total Expense Ratio | 0.58 | 1.11 | 52% |
| Annual Report Gross Expense Ratio | 0.58 | 1.12 | 52% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 8.565 | 10.201 | 84% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,172% |
| Annual Yield % from dividends | 1.79 | 1.36 | 131% |
| Returns for 1 year | 12.06 | 8.07 | 149% |
| Returns for 3 years | 39.68 | 35.88 | 111% |
| Returns for 5 years | 34.83 | 28.83 | 121% |
| Returns for 10 years | 92.50 | 94.61 | 98% |
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