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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$39.01
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
Janus Henderson Balanced A
Price$51.10
Change+$0.06 (+0.12%)
VolumeN/A
Net Assets27.56B
CLBCX vs JDBAX Comparison Chart in %
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CLBCX vs. JDBAX commentary
Oct 08, 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: 266B vs. JDBAX (27.6B). JDBAX pays higher dividends than CLBCX: JDBAX (1.54) vs CLBCX (1.06). 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). CLBCX (8.79) and JDBAX (8.72) have marching annual gain over last year. JDBAX (40.27) and CLBCX (40.13) 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 | 14.029 | 13.382 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 27.6B | 964% |
| Annual Yield % from dividends | 1.06 | 1.54 | 68% |
| Returns for 1 year | 8.79 | 8.72 | 101% |
| Returns for 3 years | 48.83 | 48.63 | 100% |
| Returns for 5 years | 40.13 | 40.27 | 100% |
| Returns for 10 years | 75.88 | 97.98 | 77% |
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