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CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$33.80
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
Janus Henderson Balanced R
Price$43.90
Change+$0.30 (+0.69%)
VolumeN/A
Net Assets25.08B
CLBCX vs JDBRX Comparison Chart
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CLBCX vs. JDBRX commentary
Apr 28, 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 JDBRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 231B vs. JDBRX (25.1B). JDBRX pays higher dividends than CLBCX: JDBRX (1.40) vs CLBCX (1.22). CLBCX was incepted earlier than JDBRX: CLBCX (23 years) vs JDBRX (16 years). CLBCX (1.37) and JDBRX (1.31) have similar cost to investors . CLBCX is a more actively managed with annual turnover of: 171.00 vs. JDBRX (76.00). CLBCX has a lower initial minimum investment than JDBRX: CLBCX (250) vs JDBRX (2500). CLBCX annual gain was more profitable for investors over the last year : 4.11 vs. JDBRX (3.28). JDBRX return over 5 years is better than : 35.32 vs. CLBCX (32.94).
| CLBCX | JDBRX | CLBCX / JDBRX | |
| Total Expense Ratio | 1.37 | 1.31 | 105% |
| Annual Report Gross Expense Ratio | 1.37 | 1.31 | 105% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -1.394 | -2.577 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 25.1B | 920% |
| Annual Yield % from dividends | 1.22 | 1.40 | 87% |
| Returns for 1 year | 4.11 | 3.28 | 125% |
| Returns for 3 years | 15.04 | 14.48 | 104% |
| Returns for 5 years | 32.94 | 35.32 | 93% |
| Returns for 10 years | 47.64 | 57.26 | 83% |
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