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CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
Janus Henderson Balanced R
Price$46.19
Change-$0.49 (-1.05%)
VolumeN/A
Net Assets26.62B
CLBCX vs JDBRX Comparison Chart
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CLBCX vs. JDBRX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 245B vs. JDBRX (26.6B). 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 : 8.39 vs. JDBRX (6.65). JDBRX return over 5 years is better than : 28.47 vs. CLBCX (26.92).
| 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 | 2.768 | 2.145 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 26.6B | 921% |
| Annual Yield % from dividends | 1.52 | 1.36 | 112% |
| Returns for 1 year | 8.39 | 6.65 | 126% |
| Returns for 3 years | 16.44 | 14.26 | 115% |
| Returns for 5 years | 26.92 | 28.47 | 95% |
| Returns for 10 years | 53.37 | 65.25 | 82% |
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