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CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Janus Henderson Balanced R
Price$45.68
Change+$0.25 (+0.55%)
VolumeN/A
Net Assets26.21B
CLBCX vs JDBRX Comparison Chart
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CLBCX vs. JDBRX 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 JDBRX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. JDBRX (26.2B). CLBCX pays higher dividends than JDBRX: CLBCX (1.52) vs JDBRX (1.36). CLBCX was incepted earlier than JDBRX: CLBCX (23 years) vs JDBRX (16 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. JDBRX (92.00). 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 : 11.42 vs. JDBRX (10.19). JDBRX return over 5 years is better than : 28.10 vs. CLBCX (26.62).
| CLBCX | JDBRX | CLBCX / JDBRX | |
| 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 | 1.017 | 186% |
| 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 | 1.36 | 112% |
| Returns for 1 year | 11.42 | 10.19 | 112% |
| Returns for 3 years | 11.24 | 8.87 | 127% |
| Returns for 5 years | 26.62 | 28.10 | 95% |
| Returns for 10 years | 56.78 | 69.06 | 82% |
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