Ad is loading...
CLBCX vs JABAX
CLBCX vs JABAX Comparison
Open Charts CLBCX vs JABAX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Janus Henderson Balanced T
Price$46.68
Change-$0.49 (-1.04%)
VolumeN/A
Net Assets26.62B
CLBCX vs JABAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. JABAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. JABAX (26.6B). JABAX pays higher dividends than CLBCX: JABAX (1.81) vs CLBCX (1.52). CLBCX was incepted earlier than JABAX: CLBCX (23 years) vs JABAX (33 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JABAX (92.00). 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 : 8.39 vs. JABAX (7.25). JABAX return over 5 years is better than : 31.92 vs. CLBCX (26.92).
| CLBCX | JABAX | CLBCX / JABAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 2.768 | 2.212 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 26.6B | 910% |
| Annual Yield % from dividends | 1.52 | 1.81 | 84% |
| Returns for 1 year | 8.39 | 7.25 | 116% |
| Returns for 3 years | 16.44 | 16.09 | 102% |
| Returns for 5 years | 26.92 | 31.92 | 84% |
| Returns for 10 years | 53.37 | 73.83 | 72% |