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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Janus Henderson Balanced A
Price$46.58
Change-$0.49 (-1.04%)
VolumeN/A
Net Assets26.62B
CLBCX vs JDBAX Comparison Chart
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CLBCX vs. JDBAX commentary
Feb 23, 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 Hold and JDBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. JDBAX (26.6B). JDBAX pays higher dividends than CLBCX: JDBAX (1.75) vs CLBCX (1.52). CLBCX was incepted earlier than JDBAX: CLBCX (23 years) vs JDBAX (16 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). CLBCX annual gain was more profitable for investors over the last year : 8.39 vs. JDBAX (7.17). JDBAX return over 5 years is better than : 31.37 vs. CLBCX (26.92).
| CLBCX | JDBAX | CLBCX / JDBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 2.768 | 2.216 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 26.6B | 910% |
| Annual Yield % from dividends | 1.52 | 1.75 | 87% |
| Returns for 1 year | 8.39 | 7.17 | 117% |
| Returns for 3 years | 16.44 | 15.81 | 104% |
| Returns for 5 years | 26.92 | 31.37 | 86% |
| Returns for 10 years | 53.37 | 72.22 | 74% |
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