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CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$37.12
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
Janus Henderson Balanced R
Price$49.08
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets27.35B
CLBCX vs JDBRX Comparison Chart in %
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CLBCX vs. JDBRX commentary
Aug 10, 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: 254B vs. JDBRX (27.4B). JDBRX pays higher dividends than CLBCX: JDBRX (1.25) vs CLBCX (1.12). CLBCX was incepted earlier than JDBRX: CLBCX (23 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). JDBRX annual gain was more profitable for investors over the last year : 10.60 vs. CLBCX (9.30). JDBRX (35.11) and CLBCX (33.71) have equivalent 5 years return.
| CLBCX | JDBRX | CLBCX / JDBRX | |
| Total Expense Ratio | 1.35 | 1.31 | 103% |
| Annual Report Gross Expense Ratio | 1.35 | 1.31 | 103% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 8.419 | 9.248 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 27.4B | 927% |
| Annual Yield % from dividends | 1.12 | 1.25 | 90% |
| Returns for 1 year | 9.30 | 10.60 | 88% |
| Returns for 3 years | 29.77 | 29.08 | 102% |
| Returns for 5 years | 33.71 | 35.11 | 96% |
| Returns for 10 years | 64.58 | 79.94 | 81% |
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