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CLBCX vs JBALX
CLBCX vs JBALX Comparison
Open Charts CLBCX vs JBALX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Janus Henderson Balanced I
Price$46.24
Change+$0.26 (+0.57%)
VolumeN/A
Net Assets26.21B
CLBCX vs JBALX Comparison Chart
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CLBCX vs. JBALX commentary
Jan 19, 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 Buy and JBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. JBALX (26.2B). 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 (11.42) and JBALX (10.99) have marching annual gain over last year. JBALX return over 5 years is better than : 32.54 vs. CLBCX (26.62).
| 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 | 1.894 | 1.049 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 26.2B | 916% |
| Annual Yield % from dividends | 1.52 | 1.94 | 78% |
| Returns for 1 year | 11.42 | 10.99 | 104% |
| Returns for 3 years | 11.24 | 11.11 | 101% |
| Returns for 5 years | 26.62 | 32.54 | 82% |
| Returns for 10 years | 56.78 | 80.73 | 70% |
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