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CLBAX vs JCAVX
CLBAX vs JCAVX Comparison
Open Charts CLBAX vs JCAVX
CLBAX vs JCAVX Comparison Chart in %
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CLBAX vs. JCAVX commentary
Sep 16, 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 JCAVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 285B vs. JCAVX (1.31B). CLBAX (1.80) and JCAVX (1.72) have matching dividends . CLBAX was incepted earlier than JCAVX: CLBAX (25 years) vs JCAVX (16 years). JCAVX (0.88) is less costly to investors than CLBAX (0.58). JCAVX is a more actively managed with annual turnover of: 117.00 vs. CLBAX (50.00). JCAVX has a lower initial minimum investment than CLBAX: JCAVX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 6.20 vs. JCAVX (-3.83). CLBAX return over 5 years is better than : 31.77 vs. JCAVX (-18.80).
| CLBAX | JCAVX | CLBAX / JCAVX | |
| Total Expense Ratio | 0.58 | 0.87 | 67% |
| Annual Report Gross Expense Ratio | 0.58 | 0.88 | 66% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 7.839 | 7.135 | 110% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 1.31B | 21,689% |
| Annual Yield % from dividends | 1.80 | 1.72 | 104% |
| Returns for 1 year | 6.20 | -3.83 | -162% |
| Returns for 3 years | 40.78 | 9.80 | 416% |
| Returns for 5 years | 31.77 | -18.80 | -169% |
| Returns for 10 years | 93.41 | -3.28 | -2,850% |
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