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CLBCX vs JBALX
CLBCX vs JBALX Comparison
Open Charts CLBCX vs JBALX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Janus Henderson Balanced I
Price$46.78
Change-$0.49 (-1.04%)
VolumeN/A
Net Assets26.62B
CLBCX vs JBALX Comparison Chart
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CLBCX vs. JBALX commentary
Feb 23, 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 Hold and JBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. JBALX (26.6B). JBALX pays higher dividends than CLBCX: JBALX (1.94) vs CLBCX (1.52). CLBCX was incepted earlier than JBALX: CLBCX (23 years) vs JBALX (16 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JBALX (92.00). CLBCX has a lower initial minimum investment than JBALX: CLBCX (250) vs JBALX (1000000). CLBCX annual gain was more profitable for investors over the last year : 8.39 vs. JBALX (7.41). JBALX return over 5 years is better than : 32.93 vs. CLBCX (26.92).
| CLBCX | JBALX | CLBCX / JBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 2.768 | 2.229 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 26.6B | 910% |
| Annual Yield % from dividends | 1.52 | 1.94 | 78% |
| Returns for 1 year | 8.39 | 7.41 | 113% |
| Returns for 3 years | 16.44 | 16.60 | 99% |
| Returns for 5 years | 26.92 | 32.93 | 82% |
| Returns for 10 years | 53.37 | 76.68 | 70% |
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