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CLBCX vs JANBX
CLBCX vs JANBX Comparison
Open Charts CLBCX vs JANBX
American Funds American Balanced 529C
Price$32.74
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Janus Henderson Balanced D
Price$42.91
Change-$1.06 (-2.41%)
VolumeN/A
Net Assets25.08B
CLBCX vs JANBX Comparison Chart
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CLBCX vs. JANBX 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 JANBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 229B vs. JANBX (25.1B). JANBX pays higher dividends than CLBCX: JANBX (2.00) vs CLBCX (1.22). 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 : -4.29 vs. JANBX (-5.16). JANBX return over 5 years is better than : 32.63 vs. CLBCX (26.95).
| 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 | -7.141 | -8.734 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 25.1B | 912% |
| Annual Yield % from dividends | 1.22 | 2.00 | 61% |
| Returns for 1 year | -4.29 | -5.16 | 83% |
| Returns for 3 years | 3.74 | 4.07 | 92% |
| Returns for 5 years | 26.95 | 32.63 | 83% |
| Returns for 10 years | 40.09 | 58.06 | 69% |