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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$34.82
Change-$0.40 (-1.14%)
VolumeN/A
Net Assets240.4B
Janus Henderson Balanced A
Price$46.06
Change-$0.56 (-1.20%)
VolumeN/A
Net Assets25.07B
CLBCX vs JDBAX Comparison Chart
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CLBCX vs. JDBAX commentary
May 22, 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 JDBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. JDBAX (25.1B). JDBAX pays higher dividends than CLBCX: JDBAX (1.81) vs CLBCX (1.23). CLBCX was incepted earlier than JDBAX: CLBCX (23 years) vs JDBAX (16 years). CLBCX (1.35) is less costly to investors than JDBAX (0.88). JDBAX is a more actively managed with annual turnover of: 76.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than JDBAX: CLBCX (250) vs JDBAX (2500). JDBAX (3.62) and CLBCX (3.51) have marching annual gain over last year. JDBAX return over 5 years is better than : 40.55 vs. CLBCX (34.52).
| CLBCX | JDBAX | CLBCX / JDBAX | |
| Total Expense Ratio | 1.35 | 0.88 | 153% |
| Annual Report Gross Expense Ratio | 1.35 | 0.88 | 153% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 1.582 | 1.528 | 104% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 25.1B | 956% |
| Annual Yield % from dividends | 1.23 | 1.81 | 68% |
| Returns for 1 year | 3.51 | 3.62 | 97% |
| Returns for 3 years | 21.91 | 26.69 | 82% |
| Returns for 5 years | 34.52 | 40.55 | 85% |
| Returns for 10 years | 52.40 | 70.90 | 74% |
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