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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
Jul 21, 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 JCAVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. JCAVX (1.33B). CLBAX (1.79) and JCAVX (1.76) have matching dividends . CLBAX was incepted earlier than JCAVX: CLBAX (24 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 : 11.22 vs. JCAVX (-3.73). CLBAX return over 5 years is better than : 34.41 vs. JCAVX (-18.19).
| CLBAX | JCAVX | CLBAX / JCAVX | |
| Total Expense Ratio | 0.58 | 0.87 | 67% |
| Annual Report Gross Expense Ratio | 0.58 | 0.88 | 66% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 7.866 | 5.178 | 152% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.33B | 21,670% |
| Annual Yield % from dividends | 1.79 | 1.76 | 102% |
| Returns for 1 year | 11.22 | -3.73 | -301% |
| Returns for 3 years | 38.34 | 6.62 | 579% |
| Returns for 5 years | 34.41 | -18.19 | -189% |
| Returns for 10 years | 90.95 | -5.78 | -1,573% |
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