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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
Aug 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. JBATX (6.97B). CLBAX pays higher dividends than JBATX: CLBAX (1.82) vs JBATX (1.37). CLBAX was incepted earlier than JBATX: CLBAX (25 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 : 12.63 vs. JBATX (8.39). CLBAX return over 5 years is better than : 35.82 vs. JBATX (28.64).
| 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 | 14 years | - |
| Gain YTD | 10.098 | 11.402 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 6.97B | 4,063% |
| Annual Yield % from dividends | 1.82 | 1.37 | 133% |
| Returns for 1 year | 12.63 | 8.39 | 151% |
| Returns for 3 years | 45.00 | 39.51 | 114% |
| Returns for 5 years | 35.82 | 28.64 | 125% |
| Returns for 10 years | 94.05 | 94.94 | 99% |
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