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CLBAX vs JDBAX
CLBAX vs JDBAX Comparison
Open Charts CLBAX vs JDBAX
CLBAX vs JDBAX Comparison Chart in %
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CLBAX vs. JDBAX commentary
Sep 13, 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: 285B vs. JDBAX (27.9B). CLBAX pays higher dividends than JDBAX: CLBAX (1.80) vs JDBAX (1.46). CLBAX was incepted earlier than JDBAX: CLBAX (25 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 : 6.67 vs. JDBAX (-1.27). CLBAX return over 5 years is better than : 33.22 vs. JDBAX (17.02).
| CLBAX | JDBAX | CLBAX / JDBAX | |
| Total Expense Ratio | 0.58 | 0.89 | 65% |
| Annual Report Gross Expense Ratio | 0.58 | 0.89 | 65% |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 8.484 | 3.525 | 241% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 27.9B | 1,022% |
| Annual Yield % from dividends | 1.80 | 1.46 | 123% |
| Returns for 1 year | 6.67 | -1.27 | -525% |
| Returns for 3 years | 41.43 | 29.78 | 139% |
| Returns for 5 years | 33.22 | 17.02 | 195% |
| Returns for 10 years | 95.16 | 99.89 | 95% |
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