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CLBAX vs JBAVX
CLBAX vs JBAVX Comparison
Open Charts CLBAX vs JBAVX
CLBAX vs JBAVX Comparison Chart in %
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CLBAX vs. JBAVX 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 JBAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 283B vs. JBAVX (6.97B). CLBAX (1.82) and JBAVX (1.75) have matching dividends . CLBAX was incepted earlier than JBAVX: CLBAX (25 years) vs JBAVX (18 years). JBAVX (0.67) is less costly to investors than CLBAX (0.58). JBAVX is a more actively managed with annual turnover of: 71.00 vs. CLBAX (50.00). JBAVX has a lower initial minimum investment than CLBAX: JBAVX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 12.63 vs. JBAVX (8.89). CLBAX return over 5 years is better than : 35.82 vs. JBAVX (31.13).
| CLBAX | JBAVX | CLBAX / JBAVX | |
| Total Expense Ratio | 0.58 | 0.66 | 88% |
| Annual Report Gross Expense Ratio | 0.58 | 0.67 | 87% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 10.098 | 11.697 | 86% |
| 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 | 1.75 | 104% |
| Returns for 1 year | 12.63 | 8.89 | 142% |
| Returns for 3 years | 45.00 | 41.44 | 109% |
| Returns for 5 years | 35.82 | 31.13 | 115% |
| Returns for 10 years | 94.05 | 102.02 | 92% |
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