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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
Jul 14, 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: 288B vs. JBAVX (6.9B). CLBAX (1.79) and JBAVX (1.75) have matching dividends . CLBAX was incepted earlier than JBAVX: CLBAX (24 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 : 12.06 vs. JBAVX (8.58). CLBAX return over 5 years is better than : 34.83 vs. JBAVX (31.35).
| CLBAX | JBAVX | CLBAX / JBAVX | |
| Total Expense Ratio | 0.58 | 0.66 | 88% |
| Annual Report Gross Expense Ratio | 0.58 | 0.67 | 87% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 8.565 | 10.430 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 6.9B | 4,172% |
| Annual Yield % from dividends | 1.79 | 1.75 | 102% |
| Returns for 1 year | 12.06 | 8.58 | 141% |
| Returns for 3 years | 39.68 | 37.69 | 105% |
| Returns for 5 years | 34.83 | 31.35 | 111% |
| Returns for 10 years | 92.50 | 101.67 | 91% |
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