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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
Aug 10, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. JCAVX (1.35B). CLBAX (1.82) and JCAVX (1.75) 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 : 13.19 vs. JCAVX (-2.01). CLBAX return over 5 years is better than : 36.08 vs. JCAVX (-17.09).
| 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 | 10.313 | 8.170 | 126% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 1.35B | 21,318% |
| Annual Yield % from dividends | 1.82 | 1.75 | 104% |
| Returns for 1 year | 13.19 | -2.01 | -657% |
| Returns for 3 years | 41.93 | 10.37 | 404% |
| Returns for 5 years | 36.08 | -17.09 | -211% |
| Returns for 10 years | 95.21 | -3.52 | -2,707% |
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