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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Janus Henderson Balanced A
Price$46.05
Change+$0.26 (+0.57%)
VolumeN/A
Net Assets26.21B
CLBCX vs JDBAX Comparison Chart
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CLBCX vs. JDBAX commentary
Jan 19, 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: 240B vs. JDBAX (26.2B). 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 : 11.42 vs. JDBAX (10.73). JDBAX return over 5 years is better than : 30.98 vs. CLBCX (26.62).
| 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 | 1.894 | 1.053 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 26.2B | 916% |
| Annual Yield % from dividends | 1.52 | 1.75 | 87% |
| Returns for 1 year | 11.42 | 10.73 | 106% |
| Returns for 3 years | 11.24 | 10.34 | 109% |
| Returns for 5 years | 26.62 | 30.98 | 86% |
| Returns for 10 years | 56.78 | 76.21 | 75% |
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