Interact to see
Advertisement
Advertisement
CLBAX vs JBATX
CLBAX vs JBATX Comparison
Open Charts CLBAX vs JBATX
CLBAX vs JBATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. JBATX commentary
Aug 03, 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 (6.92B). CLBAX pays higher dividends than JBATX: CLBAX (1.82) vs JBATX (1.37). 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 : 11.32 vs. JBATX (7.56). CLBAX return over 5 years is better than : 34.10 vs. JBATX (28.73).
| 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 | 8.404 | 10.441 | 80% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.92B | 4,164% |
| Annual Yield % from dividends | 1.82 | 1.37 | 133% |
| Returns for 1 year | 11.32 | 7.56 | 150% |
| Returns for 3 years | 38.62 | 34.81 | 111% |
| Returns for 5 years | 34.10 | 28.73 | 119% |
| Returns for 10 years | 93.45 | 95.77 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TORIX | 23.77 | 0.15 | +0.64% |
| Tortoise Energy Infrastructure TR Ins | |||
| MRLIX | 17.66 | 0.09 | +0.51% |
| AMG Renaissance Large Cap Growth Z | |||
| VEIRX | 102.74 | -0.01 | -0.01% |
| Vanguard Equity-Income Adm | |||
| GSIIX | 56.64 | -0.02 | -0.04% |
| Goldman Sachs Equity Income Instl | |||
| FDIGX | 93.51 | -0.37 | -0.39% |
| Fidelity Advisor Consumer Staples I | |||