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CLBCX vs JABAX
CLBCX vs JABAX Comparison
Open Charts CLBCX vs JABAX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Janus Henderson Balanced T
Price$43.57
Change-$1.28 (-2.85%)
VolumeN/A
Net Assets26.48B
CLBCX vs JABAX Comparison Chart
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CLBCX vs. JABAX commentary
Apr 05, 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 Hold and JABAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. JABAX (26.5B). JABAX pays higher dividends than CLBCX: JABAX (1.89) vs CLBCX (1.22). CLBCX was incepted earlier than JABAX: CLBCX (23 years) vs JABAX (33 years). CLBCX (1.37) is less costly to investors than JABAX (0.82). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JABAX (76.00). CLBCX has a lower initial minimum investment than JABAX: CLBCX (250) vs JABAX (2500). JABAX annual gain was more profitable for investors over the last year : 2.28 vs. CLBCX (0.61). JABAX return over 5 years is better than : 51.57 vs. CLBCX (42.55).
| CLBCX | JABAX | CLBCX / JABAX | |
| Total Expense Ratio | 1.37 | 0.82 | 167% |
| Annual Report Gross Expense Ratio | 1.37 | 0.82 | 167% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -2.356 | -1.337 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 26.5B | 887% |
| Annual Yield % from dividends | 1.22 | 1.89 | 65% |
| Returns for 1 year | 0.61 | 2.28 | 27% |
| Returns for 3 years | 7.83 | 9.72 | 81% |
| Returns for 5 years | 42.55 | 51.57 | 83% |
| Returns for 10 years | 48.08 | 69.55 | 69% |
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