CLBCX
Price
$40.37
Change
+$0.07 (+0.17%)
Updated
Jul 31 closing price
Net Assets
288.09B
JBATX
Price
$32.18
Change
+$0.23 (+0.72%)
Updated
Jul 31 closing price
Net Assets
6.92B
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CLBCX vs JBATX

CLBCX vs JBATX Comparison Chart in %
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CLBCX vs. JBATX 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 JBATX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 288B vs. JBATX (6.92B). JBATX pays higher dividends than CLBCX: JBATX (1.37) vs CLBCX (1.09). CLBCX was incepted earlier than JBATX: CLBCX (24 years) vs JBATX (14 years). CLBCX (1.35) is less costly to investors than JBATX (1.12). JBATX is a more actively managed with annual turnover of: 71.00 vs. CLBCX (50.00). JBATX has a lower initial minimum investment than CLBCX: JBATX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 10.49 vs. JBATX (7.56). CLBCX (29.10) and JBATX (28.73) have equivalent 5 years return.
CLBCXJBATXCLBCX / JBATX
Total Expense Ratio1.351.11122%
Annual Report Gross Expense Ratio1.351.12121%
Fund Existence24 years14 years-
Gain YTD7.91510.44176%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets288B6.92B4,164%
Annual Yield % from dividends1.091.3779%
Returns for 1 year10.497.56139%
Returns for 3 years35.5234.81102%
Returns for 5 years29.1028.73101%
Returns for 10 years79.3995.7783%
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