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CLBAX vs JDBAX
CLBAX vs JDBAX Comparison
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CLBAX vs JDBAX Comparison Chart in %
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CLBAX vs. JDBAX 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 JDBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. JDBAX (28B). CLBAX pays higher dividends than JDBAX: CLBAX (1.79) vs JDBAX (1.48). CLBAX was incepted earlier than JDBAX: CLBAX (24 years) vs JDBAX (17 years). JDBAX (0.89) is less costly to investors than CLBAX (0.58). JDBAX is a more actively managed with annual turnover of: 75.00 vs. CLBAX (50.00). JDBAX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than JDBAX: CLBAX (250) vs JDBAX (2500). CLBAX annual gain was more profitable for investors over the last year : 12.06 vs. JDBAX (2.76). CLBAX return over 5 years is better than : 34.83 vs. JDBAX (18.12).
| CLBAX | JDBAX | CLBAX / JDBAX | |
| Total Expense Ratio | 0.58 | 0.89 | 65% |
| Annual Report Gross Expense Ratio | 0.58 | 0.89 | 65% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 8.565 | 3.190 | 269% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28B | 1,029% |
| Annual Yield % from dividends | 1.79 | 1.48 | 121% |
| Returns for 1 year | 12.06 | 2.76 | 438% |
| Returns for 3 years | 39.68 | 28.05 | 141% |
| Returns for 5 years | 34.83 | 18.12 | 192% |
| Returns for 10 years | 92.50 | 96.31 | 96% |
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