CLBAX
Price
$40.35
Change
+$0.09 (+0.22%)
Updated
Sep 11 closing price
Net Assets
284.75B
JBAWX
Price
$32.09
Change
+$0.13 (+0.41%)
Updated
Sep 11 closing price
Net Assets
6.86B
Interact to see
Advertisement

CLBAX vs JBAWX

CLBAX vs JBAWX Comparison Chart in %
View a ticker or compare two or three
VS
CLBAX vs. JBAWX 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 JBAWX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. JBAWX (6.87B). CLBAX (1.80) and JBAWX (1.79) have matching dividends . CLBAX was incepted earlier than JBAWX: CLBAX (25 years) vs JBAWX (15 years). JBAWX (0.62) is less costly to investors than CLBAX (0.58). JBAWX is a more actively managed with annual turnover of: 71.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than JBAWX: CLBAX (250) vs JBAWX (1000000). CLBAX annual gain was more profitable for investors over the last year : 6.67 vs. JBAWX (2.78). CLBAX return over 5 years is better than : 33.22 vs. JBAWX (28.51).
CLBAXJBAWXCLBAX / JBAWX
Total Expense Ratio0.580.6195%
Annual Report Gross Expense Ratio0.580.6294%
Fund Existence25 years15 years-
Gain YTD8.4849.84486%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets285B6.87B4,151%
Annual Yield % from dividends1.801.79100%
Returns for 1 year6.672.78240%
Returns for 3 years41.4336.69113%
Returns for 5 years33.2228.51117%
Returns for 10 years95.16102.6593%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FCVTX22.17N/A
N/A
Fidelity Advisor Small Cap Value M
FIVHX17.40N/A
N/A
Fidelity Advisor Financials - M
SEWIX19.14N/A
N/A
NAA World Equity Income Instl
PRPQX7.39N/A
N/A
PGIM Jennison Energy Infrastructure R6
HADUX84.33N/A
N/A
Horizon Equity Premium Income Advisor