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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Janus Henderson Balanced A
Price$45.50
Change-$0.97 (-2.09%)
VolumeN/A
CapitalizationN/A
CLBCX vs JDBAX Comparison Chart
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CLBCX vs. JDBAX commentary
Dec 19, 2024
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 StrongBuy and JDBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B vs. JDBAX (26.9B). JDBAX pays higher dividends than CLBCX: JDBAX (1.75) vs CLBCX (1.52). CLBCX was incepted earlier than JDBAX: CLBCX (23 years) vs JDBAX (15 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JDBAX (92.00). CLBCX has a lower initial minimum investment than JDBAX: CLBCX (250) vs JDBAX (2500). JDBAX annual gain was more profitable for investors over the last year : 12.91 vs. CLBCX (11.92). JDBAX return over 5 years is better than : 36.07 vs. CLBCX (29.69).
| CLBCX | JDBAX | CLBCX / JDBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 10.944 | 12.055 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 26.9B | 896% |
| Annual Yield % from dividends | 1.52 | 1.75 | 87% |
| Returns for 1 year | 11.92 | 12.91 | 92% |
| Returns for 3 years | 10.88 | 4.82 | 226% |
| Returns for 5 years | 29.69 | 36.07 | 82% |
| Returns for 10 years | 47.43 | 76.59 | 62% |
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