CLBCX
Price
$40.37
Change
+$0.07 (+0.17%)
Updated
Jul 31 closing price
Net Assets
288.09B
JBALX
Price
$49.41
Change
+$0.74 (+1.52%)
Updated
Jul 30 closing price
Net Assets
28B
Interact to see
Advertisement

CLBCX vs JBALX

CLBCX vs JBALX Comparison Chart in %
View a ticker or compare two or three
VS
CLBCX vs. JBALX commentary
Aug 03, 2026

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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. JBALX (28B). JBALX pays higher dividends than CLBCX: JBALX (1.67) vs CLBCX (1.09). CLBCX was incepted earlier than JBALX: CLBCX (24 years) vs JBALX (17 years). CLBCX (1.35) is less costly to investors than JBALX (0.67). JBALX is a more actively managed with annual turnover of: 75.00 vs. CLBCX (50.00). 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 : 10.49 vs. JBALX (1.61). CLBCX return over 5 years is better than : 29.10 vs. JBALX (18.59).
CLBCXJBALXCLBCX / JBALX
Total Expense Ratio1.350.67201%
Annual Report Gross Expense Ratio1.350.67201%
Fund Existence24 years17 years-
Gain YTD7.9153.194248%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets288B28B1,029%
Annual Yield % from dividends1.091.6765%
Returns for 1 year10.491.61652%
Returns for 3 years35.5227.40130%
Returns for 5 years29.1018.59157%
Returns for 10 years79.39100.5379%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TORTX23.340.15
+0.65%
Tortoise Energy Infrastructure TR A
FBAKX34.930.18
+0.52%
Fidelity Balanced K
MRLSX18.090.09
+0.50%
AMG Renaissance Large Cap Growth I
MAGKX17.40-0.06
-0.34%
MoA Small Cap Growth Fund
FDTGX91.01-0.36
-0.39%
Fidelity Advisor Consumer Staples M