Ad is loading...
CLBCX vs JANBX
CLBCX vs JANBX Comparison
Open Charts CLBCX vs JANBX
American Funds American Balanced 529C
Price$34.10
Change-$0.51 (-1.47%)
VolumeN/A
Net Assets237.28B
Janus Henderson Balanced D
Price$44.91
Change-$0.71 (-1.56%)
VolumeN/A
Net Assets26.48B
CLBCX vs JANBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. JANBX commentary
Mar 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 JANBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 237B vs. JANBX (26.5B). JANBX pays higher dividends than CLBCX: JANBX (1.95) vs CLBCX (1.19). CLBCX was incepted earlier than JANBX: CLBCX (23 years) vs JANBX (33 years). CLBCX (1.37) is less costly to investors than JANBX (0.69). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JANBX (76.00). CLBCX has a lower initial minimum investment than JANBX: CLBCX (250) vs JANBX (2500). CLBCX annual gain was more profitable for investors over the last year : 4.36 vs. JANBX (3.56). JANBX return over 5 years is better than : 37.09 vs. CLBCX (31.26).
| CLBCX | JANBX | CLBCX / JANBX | |
| Total Expense Ratio | 1.37 | 0.69 | 199% |
| Annual Report Gross Expense Ratio | 1.37 | 0.69 | 199% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 0.845 | -0.262 | -322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 26.5B | 894% |
| Annual Yield % from dividends | 1.19 | 1.95 | 61% |
| Returns for 1 year | 4.36 | 3.56 | 123% |
| Returns for 3 years | 16.18 | 17.32 | 93% |
| Returns for 5 years | 31.26 | 37.09 | 84% |
| Returns for 10 years | 54.10 | 75.59 | 72% |