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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$37.68
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Janus Henderson Balanced A
Price$50.16
Change+$0.18 (+0.36%)
VolumeN/A
Net Assets27.35B
CLBCX vs JDBAX Comparison Chart in %
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CLBCX vs. JDBAX commentary
Aug 29, 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: 255B vs. JDBAX (27.4B). JDBAX pays higher dividends than CLBCX: JDBAX (1.62) vs CLBCX (1.12). CLBCX was incepted earlier than JDBAX: CLBCX (24 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 : 8.16 vs. CLBCX (7.27). JDBAX (35.61) and CLBCX (34.02) have equivalent 5 years return.
| CLBCX | JDBAX | CLBCX / JDBAX | |
| Total Expense Ratio | 1.35 | 0.88 | 153% |
| Annual Report Gross Expense Ratio | 1.35 | 0.88 | 153% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 10.055 | 11.009 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 27.4B | 931% |
| Annual Yield % from dividends | 1.12 | 1.62 | 69% |
| Returns for 1 year | 7.27 | 8.16 | 89% |
| Returns for 3 years | 33.57 | 35.24 | 95% |
| Returns for 5 years | 34.02 | 35.61 | 96% |
| Returns for 10 years | 73.57 | 96.12 | 77% |
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