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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
Sep 12, 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 JBAVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. JBAVX (6.87B). CLBAX (1.80) and JBAVX (1.74) 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 : 6.67 vs. JBAVX (2.75). CLBAX return over 5 years is better than : 33.22 vs. JBAVX (28.27).
| 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 | 8.484 | 9.780 | 87% |
| 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 | 1.74 | 103% |
| Returns for 1 year | 6.67 | 2.75 | 242% |
| Returns for 3 years | 41.43 | 36.55 | 113% |
| Returns for 5 years | 33.22 | 28.27 | 118% |
| Returns for 10 years | 95.16 | 102.01 | 93% |
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