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CLBCX vs JABAX
CLBCX vs JABAX Comparison
Open Charts CLBCX vs JABAX
American Funds American Balanced 529C
Price$36.40
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Janus Henderson Balanced T
Price$48.49
Change+$0.32 (+0.66%)
VolumeN/A
Net Assets26.09B
CLBCX vs JABAX Comparison Chart in %
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CLBCX vs. JABAX commentary
Jun 27, 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: 248B vs. JABAX (26.1B). 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 : 6.56 vs. JABAX (5.82). JABAX return over 5 years is better than : 45.15 vs. CLBCX (39.16).
| 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 | 6.316 | 6.670 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 26.1B | 950% |
| Annual Yield % from dividends | 1.18 | 1.80 | 66% |
| Returns for 1 year | 6.56 | 5.82 | 113% |
| Returns for 3 years | 30.69 | 33.35 | 92% |
| Returns for 5 years | 39.16 | 45.15 | 87% |
| Returns for 10 years | 63.30 | 85.65 | 74% |
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