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CLBCX vs JABAX
CLBCX vs JABAX Comparison
Open Charts CLBCX vs JABAX
American Funds American Balanced 529C
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
Janus Henderson Balanced T
Price$47.26
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets25.07B
CLBCX vs JABAX Comparison Chart
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CLBCX vs. JABAX commentary
Jun 07, 2025
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 CLBCX is a Buy and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 243B vs. JABAX (25.1B). JABAX pays higher dividends than CLBCX: JABAX (1.80) vs CLBCX (1.18). CLBCX was incepted earlier than JABAX: CLBCX (23 years) vs JABAX (33 years). CLBCX (1.35) is less costly to investors than JABAX (0.82). JABAX is a more actively managed with annual turnover of: 76.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than JABAX: CLBCX (250) vs JABAX (2500). CLBCX annual gain was more profitable for investors over the last year : 6.15 vs. JABAX (5.23). JABAX return over 5 years is better than : 38.89 vs. CLBCX (31.31).
| CLBCX | JABAX | CLBCX / JABAX | |
| Total Expense Ratio | 1.35 | 0.82 | 165% |
| Annual Report Gross Expense Ratio | 1.35 | 0.82 | 165% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 4.237 | 4.141 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 25.1B | 968% |
| Annual Yield % from dividends | 1.18 | 1.80 | 66% |
| Returns for 1 year | 6.15 | 5.23 | 118% |
| Returns for 3 years | 21.49 | 25.83 | 83% |
| Returns for 5 years | 31.31 | 38.89 | 81% |
| Returns for 10 years | 59.29 | 79.55 | 75% |
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