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CLBAX vs JDBRX
CLBAX vs JDBRX Comparison
Open Charts CLBAX vs JDBRX
CLBAX vs JDBRX Comparison Chart in %
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CLBAX vs. JDBRX 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 JDBRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 288B vs. JDBRX (28B). CLBAX pays higher dividends than JDBRX: CLBAX (1.79) vs JDBRX (1.08). CLBAX was incepted earlier than JDBRX: CLBAX (24 years) vs JDBRX (17 years). JDBRX (1.32) is less costly to investors than CLBAX (0.58). JDBRX is a more actively managed with annual turnover of: 75.00 vs. CLBAX (50.00). CLBAX has a lower initial minimum investment than JDBRX: CLBAX (250) vs JDBRX (2500). CLBAX annual gain was more profitable for investors over the last year : 12.06 vs. JDBRX (2.25). CLBAX return over 5 years is better than : 34.83 vs. JDBRX (15.48).
| CLBAX | JDBRX | CLBAX / JDBRX | |
| Total Expense Ratio | 0.58 | 1.32 | 44% |
| Annual Report Gross Expense Ratio | 0.58 | 1.32 | 44% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 8.565 | 2.939 | 291% |
| Front Load | 4% | N/A | - |
| 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 | 1.08 | 165% |
| Returns for 1 year | 12.06 | 2.25 | 536% |
| Returns for 3 years | 39.68 | 26.29 | 151% |
| Returns for 5 years | 34.83 | 15.48 | 225% |
| Returns for 10 years | 92.50 | 88.13 | 105% |
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