Interact to see
Advertisement
Advertisement
CLBCX vs JBALX
CLBCX vs JBALX Comparison
Open Charts CLBCX vs JBALX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Janus Henderson Balanced I
Price$51.01
Change+$0.21 (+0.41%)
VolumeN/A
Net Assets28.51B
CLBCX vs JBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. JBALX commentary
Nov 20, 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: 263B vs. JBALX (28.5B). JBALX pays higher dividends than CLBCX: JBALX (1.70) vs CLBCX (1.04). 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). CLBCX annual gain was more profitable for investors over the last year : 8.18 vs. JBALX (7.42). JBALX return over 5 years is better than : 37.87 vs. CLBCX (35.38).
| 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 | 13.269 | 13.011 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 28.5B | 923% |
| Annual Yield % from dividends | 1.04 | 1.70 | 61% |
| Returns for 1 year | 8.18 | 7.42 | 110% |
| Returns for 3 years | 38.51 | 40.96 | 94% |
| Returns for 5 years | 35.38 | 37.87 | 93% |
| Returns for 10 years | 70.03 | 96.91 | 72% |