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CLBCX vs JABAX
CLBCX vs JABAX Comparison
Open Charts CLBCX vs JABAX
American Funds American Balanced 529C
Price$37.68
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Janus Henderson Balanced T
Price$50.27
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets27.35B
CLBCX vs JABAX Comparison Chart in %
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CLBCX vs. JABAX commentary
Aug 30, 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: 255B vs. JABAX (27.4B). JABAX pays higher dividends than CLBCX: JABAX (1.69) vs CLBCX (1.12). CLBCX was incepted earlier than JABAX: CLBCX (24 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). JABAX annual gain was more profitable for investors over the last year : 8.25 vs. CLBCX (7.27). JABAX return over 5 years is better than : 36.15 vs. CLBCX (34.02).
| CLBCX | JABAX | CLBCX / JABAX | |
| Total Expense Ratio | 1.35 | 0.82 | 165% |
| Annual Report Gross Expense Ratio | 1.35 | 0.82 | 165% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 10.055 | 11.049 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 27.4B | 931% |
| Annual Yield % from dividends | 1.12 | 1.69 | 67% |
| Returns for 1 year | 7.27 | 8.25 | 88% |
| Returns for 3 years | 33.57 | 35.59 | 94% |
| Returns for 5 years | 34.02 | 36.15 | 94% |
| Returns for 10 years | 73.57 | 97.93 | 75% |