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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
Aug 03, 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 (1.82) 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 : 11.32 vs. JDBRX (0.87). CLBAX return over 5 years is better than : 34.10 vs. JDBRX (14.57).
| 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 | 8.404 | 2.791 | 301% |
| 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 | 1.82 | 1.08 | 167% |
| Returns for 1 year | 11.32 | 0.87 | 1,299% |
| Returns for 3 years | 38.62 | 24.80 | 156% |
| Returns for 5 years | 34.10 | 14.57 | 234% |
| Returns for 10 years | 93.45 | 87.53 | 107% |
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