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CLBCX vs JBALX
CLBCX vs JBALX Comparison
Open Charts CLBCX vs JBALX
American Funds American Balanced 529C
Price$38.31
Change-$0.62 (-1.59%)
VolumeN/A
Net Assets261.29B
Janus Henderson Balanced I
Price$50.49
Change-$0.77 (-1.50%)
VolumeN/A
Net Assets28.02B
CLBCX vs JBALX Comparison Chart in %
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CLBCX vs. JBALX commentary
Oct 13, 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: 261B vs. JBALX (28B). JBALX pays higher dividends than CLBCX: JBALX (1.73) vs CLBCX (1.06). 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 : 8.67 vs. CLBCX (6.63). JBALX return over 5 years is better than : 40.22 vs. CLBCX (36.26).
| 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 | 11.982 | 13.565 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261B | 28B | 932% |
| Annual Yield % from dividends | 1.06 | 1.73 | 61% |
| Returns for 1 year | 6.63 | 8.67 | 76% |
| Returns for 3 years | 47.79 | 51.00 | 94% |
| Returns for 5 years | 36.26 | 40.22 | 90% |
| Returns for 10 years | 73.15 | 103.83 | 70% |
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