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CLBCX vs JDBAX
CLBCX vs JDBAX Comparison
Open Charts CLBCX vs JDBAX
American Funds American Balanced 529C
Price$32.24
Change-$1.23 (-3.67%)
VolumeN/A
Net Assets220.57B
Janus Henderson Balanced A
Price$41.97
Change-$1.51 (-3.47%)
VolumeN/A
Net Assets26.48B
CLBCX vs JDBAX Comparison Chart
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CLBCX vs. JDBAX commentary
Apr 06, 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: 221B vs. JDBAX (26.5B). JDBAX pays higher dividends than CLBCX: JDBAX (1.82) vs CLBCX (1.22). CLBCX was incepted earlier than JDBAX: CLBCX (23 years) vs JDBAX (16 years). CLBCX (1.37) is less costly to investors than JDBAX (0.88). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JDBAX (76.00). 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 : -2.39 vs. JDBAX (-3.47). JDBAX return over 5 years is better than : 41.55 vs. CLBCX (37.32).
| CLBCX | JDBAX | CLBCX / JDBAX | |
| Total Expense Ratio | 1.37 | 0.88 | 156% |
| Annual Report Gross Expense Ratio | 1.37 | 0.88 | 156% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -5.945 | -7.488 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 26.5B | 834% |
| Annual Yield % from dividends | 1.22 | 1.82 | 67% |
| Returns for 1 year | -2.39 | -3.47 | 69% |
| Returns for 3 years | 4.91 | 3.79 | 130% |
| Returns for 5 years | 37.32 | 41.55 | 90% |
| Returns for 10 years | 42.64 | 57.34 | 74% |
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