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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
Sep 13, 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: 285B vs. JBATX (6.87B). CLBAX pays higher dividends than JBATX: CLBAX (1.80) vs JBATX (1.36). CLBAX was incepted earlier than JBATX: CLBAX (25 years) vs JBATX (15 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 : 6.67 vs. JBATX (2.31). CLBAX return over 5 years is better than : 33.22 vs. JBATX (25.81).
| CLBAX | JBATX | CLBAX / JBATX | |
| Total Expense Ratio | 0.58 | 1.11 | 52% |
| Annual Report Gross Expense Ratio | 0.58 | 1.12 | 52% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 8.484 | 9.480 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 6.87B | 4,151% |
| Annual Yield % from dividends | 1.80 | 1.36 | 132% |
| Returns for 1 year | 6.67 | 2.31 | 288% |
| Returns for 3 years | 41.43 | 34.72 | 119% |
| Returns for 5 years | 33.22 | 25.81 | 129% |
| Returns for 10 years | 95.16 | 94.92 | 100% |
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