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CLBCX vs JABCX
CLBCX vs JABCX Comparison
Open Charts CLBCX vs JABCX
American Funds American Balanced 529C
Price$33.45
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
Janus Henderson Balanced C
Price$43.19
Change+$2.39 (+5.86%)
VolumeN/A
Net Assets25.08B
CLBCX vs JABCX Comparison Chart
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CLBCX vs. JABCX commentary
Apr 11, 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 JABCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 217B vs. JABCX (25.1B). CLBCX pays higher dividends than JABCX: CLBCX (1.22) vs JABCX (1.11). CLBCX was incepted earlier than JABCX: CLBCX (23 years) vs JABCX (16 years). JABCX (1.63) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JABCX (76.00). CLBCX has a lower initial minimum investment than JABCX: CLBCX (250) vs JABCX (2500). CLBCX annual gain was more profitable for investors over the last year : -4.29 vs. JABCX (-6.10). CLBCX (26.95) and JABCX (26.52) have equivalent 5 years return.
| CLBCX | JABCX | CLBCX / JABCX | |
| Total Expense Ratio | 1.37 | 1.63 | 84% |
| Annual Report Gross Expense Ratio | 1.37 | 1.63 | 84% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -7.141 | -8.979 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 25.1B | 865% |
| Annual Yield % from dividends | 1.22 | 1.11 | 111% |
| Returns for 1 year | -4.29 | -6.10 | 70% |
| Returns for 3 years | 3.74 | 1.15 | 324% |
| Returns for 5 years | 26.95 | 26.52 | 102% |
| Returns for 10 years | 40.09 | 43.48 | 92% |