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CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Janus Henderson Balanced R
Price$46.81
Change-$0.47 (-0.99%)
VolumeN/A
Net Assets26.09B
CLBCX vs JDBRX Comparison Chart
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CLBCX vs. JDBRX commentary
Jun 15, 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: 244B vs. JDBRX (26.1B). JDBRX pays higher dividends than CLBCX: JDBRX (1.34) vs CLBCX (1.18). 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). CLBCX annual gain was more profitable for investors over the last year : 4.49 vs. JDBRX (3.34). JDBRX return over 5 years is better than : 38.33 vs. CLBCX (34.93).
| 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 | 4.067 | 3.881 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 26.1B | 935% |
| Annual Yield % from dividends | 1.18 | 1.34 | 89% |
| Returns for 1 year | 4.49 | 3.34 | 134% |
| Returns for 3 years | 30.63 | 32.64 | 94% |
| Returns for 5 years | 34.93 | 38.33 | 91% |
| Returns for 10 years | 57.89 | 69.91 | 83% |