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CLBAX vs JBATX
CLBAX vs JBATX Comparison
Open Charts CLBAX vs JBATX
CLBAX vs JBATX Comparison Chart in %
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CLBAX vs. JBATX commentary
Jun 24, 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 JBATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. JBATX (6.92B). CLBAX pays higher dividends than JBATX: CLBAX (1.78) vs JBATX (1.38). 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 : 16.71 vs. JBATX (11.45). CLBAX return over 5 years is better than : 37.84 vs. JBATX (31.84).
| 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 | 9.372 | 10.461 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.92B | 4,163% |
| Annual Yield % from dividends | 1.78 | 1.38 | 129% |
| Returns for 1 year | 16.71 | 11.45 | 146% |
| Returns for 3 years | 44.28 | 38.67 | 115% |
| Returns for 5 years | 37.84 | 31.84 | 119% |
| Returns for 10 years | 101.00 | 104.32 | 97% |
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