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CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$38.64
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Janus Henderson Balanced R
Price$50.15
Change-$0.27 (-0.54%)
VolumeN/A
Net Assets28.51B
CLBCX vs JDBRX Comparison Chart in %
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CLBCX vs. JDBRX commentary
Nov 20, 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 JDBRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 264B vs. JDBRX (28.5B). JDBRX pays higher dividends than CLBCX: JDBRX (1.15) vs CLBCX (1.04). CLBCX was incepted earlier than JDBRX: CLBCX (24 years) vs JDBRX (16 years). CLBCX (1.35) and JDBRX (1.31) have similar cost to investors . JDBRX is a more actively managed with annual turnover of: 76.00 vs. CLBCX (44.00). 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 : 7.99 vs. JDBRX (6.64). CLBCX return over 5 years is better than : 34.64 vs. JDBRX (32.24).
| CLBCX | JDBRX | CLBCX / JDBRX | |
| Total Expense Ratio | 1.35 | 1.31 | 103% |
| Annual Report Gross Expense Ratio | 1.35 | 1.31 | 103% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 12.947 | 11.933 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 28.5B | 926% |
| Annual Yield % from dividends | 1.04 | 1.15 | 90% |
| Returns for 1 year | 7.99 | 6.64 | 120% |
| Returns for 3 years | 38.12 | 37.60 | 101% |
| Returns for 5 years | 34.64 | 32.24 | 107% |
| Returns for 10 years | 69.55 | 83.48 | 83% |
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