Ad is loading...
CLBCX vs JABRX
CLBCX vs JABRX Comparison
Open Charts CLBCX vs JABRX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Janus Henderson Balanced S
Price$46.04
Change+$0.25 (+0.55%)
VolumeN/A
Net Assets26.21B
CLBCX vs JABRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. JABRX commentary
Jan 19, 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 JABRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. JABRX (26.2B). JABRX (1.58) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than JABRX: CLBCX (23 years) vs JABRX (16 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JABRX (92.00). CLBCX has a lower initial minimum investment than JABRX: CLBCX (250) vs JABRX (2500). CLBCX annual gain was more profitable for investors over the last year : 11.42 vs. JABRX (10.53). JABRX return over 5 years is better than : 29.79 vs. CLBCX (26.62).
| CLBCX | JABRX | CLBCX / JABRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 1.894 | 1.031 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 26.2B | 916% |
| Annual Yield % from dividends | 1.52 | 1.58 | 96% |
| Returns for 1 year | 11.42 | 10.53 | 109% |
| Returns for 3 years | 11.24 | 9.74 | 115% |
| Returns for 5 years | 26.62 | 29.79 | 89% |
| Returns for 10 years | 56.78 | 73.41 | 77% |