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CLBCX vs JABRX
CLBCX vs JABRX Comparison
Open Charts CLBCX vs JABRX
American Funds American Balanced 529C
Price$36.40
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Janus Henderson Balanced S
Price$48.36
Change+$0.33 (+0.69%)
VolumeN/A
Net Assets26.09B
CLBCX vs JABRX Comparison Chart in %
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CLBCX vs. JABRX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 248B vs. JABRX (26.1B). JABRX pays higher dividends than CLBCX: JABRX (1.56) vs CLBCX (1.18). CLBCX was incepted earlier than JABRX: CLBCX (23 years) vs JABRX (16 years). CLBCX (1.35) is less costly to investors than JABRX (1.07). JABRX is a more actively managed with annual turnover of: 76.00 vs. CLBCX (44.00). 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 : 6.56 vs. JABRX (5.54). JABRX return over 5 years is better than : 43.25 vs. CLBCX (39.16).
| CLBCX | JABRX | CLBCX / JABRX | |
| Total Expense Ratio | 1.35 | 1.07 | 126% |
| Annual Report Gross Expense Ratio | 1.35 | 1.07 | 126% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 6.316 | 6.554 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 26.1B | 950% |
| Annual Yield % from dividends | 1.18 | 1.56 | 76% |
| Returns for 1 year | 6.56 | 5.54 | 119% |
| Returns for 3 years | 30.69 | 32.34 | 95% |
| Returns for 5 years | 39.16 | 43.25 | 91% |
| Returns for 10 years | 63.30 | 81.01 | 78% |