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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$36.71
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
Janus Henderson Balanced A
Price$48.93
Change-$0.37 (-0.75%)
VolumeN/A
Net Assets27.03B
CLBCX vs JDBAX Comparison Chart in %
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CLBCX vs. JDBAX commentary
Aug 05, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 251B vs. JDBAX (27B). JDBAX pays higher dividends than CLBCX: JDBAX (1.62) vs CLBCX (1.12). 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 annual gain was more profitable for investors over the last year : 8.24 vs. CLBCX (6.67). JDBAX return over 5 years is better than : 39.03 vs. CLBCX (33.89).
| 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 | 7.222 | 8.287 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 27B | 930% |
| Annual Yield % from dividends | 1.12 | 1.62 | 69% |
| Returns for 1 year | 6.67 | 8.24 | 81% |
| Returns for 3 years | 28.90 | 29.74 | 97% |
| Returns for 5 years | 33.89 | 39.03 | 87% |
| Returns for 10 years | 62.04 | 84.72 | 73% |
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