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CLBCX vs JABRX
CLBCX vs JABRX Comparison
Open Charts CLBCX vs JABRX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Janus Henderson Balanced S
Price$43.47
Change-$1.28 (-2.86%)
VolumeN/A
Net Assets26.48B
CLBCX vs JABRX Comparison Chart
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CLBCX vs. JABRX commentary
Apr 04, 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 JABRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. JABRX (26.5B). JABRX pays higher dividends than CLBCX: JABRX (1.63) vs CLBCX (1.22). CLBCX was incepted earlier than JABRX: CLBCX (23 years) vs JABRX (16 years). CLBCX (1.37) is less costly to investors than JABRX (1.07). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JABRX (76.00). CLBCX has a lower initial minimum investment than JABRX: CLBCX (250) vs JABRX (2500). JABRX annual gain was more profitable for investors over the last year : 2.02 vs. CLBCX (0.61). JABRX return over 5 years is better than : 49.59 vs. CLBCX (42.55).
| CLBCX | JABRX | CLBCX / JABRX | |
| Total Expense Ratio | 1.37 | 1.07 | 128% |
| Annual Report Gross Expense Ratio | 1.37 | 1.07 | 128% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -2.356 | -1.400 | 168% |
| 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 | 1.63 | 75% |
| Returns for 1 year | 0.61 | 2.02 | 30% |
| Returns for 3 years | 7.83 | 8.87 | 88% |
| Returns for 5 years | 42.55 | 49.59 | 86% |
| Returns for 10 years | 48.08 | 65.33 | 74% |
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