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CLBCX vs JBALX
CLBCX vs JBALX Comparison
Open Charts CLBCX vs JBALX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Janus Henderson Balanced I
Price$49.97
Change-$0.15 (-0.30%)
VolumeN/A
Net Assets27.35B
CLBCX vs JBALX Comparison Chart in %
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CLBCX vs. JBALX commentary
Aug 17, 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 JBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. JBALX (27.4B). JBALX pays higher dividends than CLBCX: JBALX (1.81) vs CLBCX (1.12). CLBCX was incepted earlier than JBALX: CLBCX (24 years) vs JBALX (16 years). CLBCX (1.35) is less costly to investors than JBALX (0.66). JBALX is a more actively managed with annual turnover of: 76.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than JBALX: CLBCX (250) vs JBALX (1000000). JBALX annual gain was more profitable for investors over the last year : 8.34 vs. CLBCX (7.14). JBALX return over 5 years is better than : 40.30 vs. CLBCX (34.64).
| CLBCX | JBALX | CLBCX / JBALX | |
| Total Expense Ratio | 1.35 | 0.66 | 205% |
| Annual Report Gross Expense Ratio | 1.35 | 0.66 | 205% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 9.208 | 10.237 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 27.4B | 934% |
| Annual Yield % from dividends | 1.12 | 1.81 | 62% |
| Returns for 1 year | 7.14 | 8.34 | 86% |
| Returns for 3 years | 27.58 | 28.97 | 95% |
| Returns for 5 years | 34.64 | 40.30 | 86% |
| Returns for 10 years | 65.77 | 93.04 | 71% |
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