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CLBCX vs JBALX
CLBCX vs JBALX Comparison
Open Charts CLBCX vs JBALX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Janus Henderson Balanced I
Price$45.68
Change-$0.97 (-2.08%)
VolumeN/A
CapitalizationN/A
CLBCX vs JBALX Comparison Chart
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CLBCX vs. JBALX commentary
Dec 19, 2024
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 StrongBuy and JBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. JBALX (26.9B). JBALX pays higher dividends than CLBCX: JBALX (1.94) vs CLBCX (1.52). CLBCX was incepted earlier than JBALX: CLBCX (23 years) vs JBALX (15 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). JBALX annual gain was more profitable for investors over the last year : 13.18 vs. CLBCX (11.92). JBALX return over 5 years is better than : 37.69 vs. CLBCX (29.69).
| CLBCX | JBALX | CLBCX / JBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 10.944 | 12.294 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 26.9B | 896% |
| Annual Yield % from dividends | 1.52 | 1.94 | 78% |
| Returns for 1 year | 11.92 | 13.18 | 91% |
| Returns for 3 years | 10.88 | 5.57 | 195% |
| Returns for 5 years | 29.69 | 37.69 | 79% |
| Returns for 10 years | 47.43 | 81.14 | 58% |
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