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CLBCX vs JBALX
CLBCX vs JBALX Comparison
Open Charts CLBCX vs JBALX
American Funds American Balanced 529C
Price$32.10
Change-$0.14 (-0.43%)
VolumeN/A
Net Assets220.57B
Janus Henderson Balanced I
Price$41.96
Change-$0.19 (-0.45%)
VolumeN/A
Net Assets26.48B
CLBCX vs JBALX Comparison Chart
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CLBCX vs. JBALX commentary
Apr 08, 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: 221B vs. JBALX (26.5B). JBALX pays higher dividends than CLBCX: JBALX (2.03) vs CLBCX (1.22). CLBCX was incepted earlier than JBALX: CLBCX (23 years) vs JBALX (16 years). CLBCX (1.37) is less costly to investors than JBALX (0.66). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JBALX (76.00). 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 : -2.39 vs. JBALX (-3.23). JBALX return over 5 years is better than : 43.25 vs. CLBCX (37.32).
| CLBCX | JBALX | CLBCX / JBALX | |
| Total Expense Ratio | 1.37 | 0.66 | 208% |
| Annual Report Gross Expense Ratio | 1.37 | 0.66 | 208% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -5.945 | -7.432 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 26.5B | 834% |
| Annual Yield % from dividends | 1.22 | 2.03 | 60% |
| Returns for 1 year | -2.39 | -3.23 | 74% |
| Returns for 3 years | 4.91 | 4.55 | 108% |
| Returns for 5 years | 37.32 | 43.25 | 86% |
| Returns for 10 years | 42.64 | 61.45 | 69% |
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