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CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Janus Henderson Balanced R
Price$43.14
Change-$1.26 (-2.84%)
VolumeN/A
Net Assets26.48B
CLBCX vs JDBRX Comparison Chart
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CLBCX vs. JDBRX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. JDBRX (26.5B). JDBRX pays higher dividends than CLBCX: JDBRX (1.40) vs CLBCX (1.22). CLBCX was incepted earlier than JDBRX: CLBCX (23 years) vs JDBRX (16 years). CLBCX (1.37) and JDBRX (1.31) have similar cost to investors . CLBCX is a more actively managed with annual turnover of: 171.00 vs. JDBRX (76.00). 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 : 1.72 vs. CLBCX (0.61). JDBRX return over 5 years is better than : 47.59 vs. CLBCX (42.55).
| CLBCX | JDBRX | CLBCX / JDBRX | |
| Total Expense Ratio | 1.37 | 1.31 | 105% |
| Annual Report Gross Expense Ratio | 1.37 | 1.31 | 105% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -2.356 | -1.467 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 26.5B | 887% |
| Annual Yield % from dividends | 1.22 | 1.40 | 87% |
| Returns for 1 year | 0.61 | 1.72 | 36% |
| Returns for 3 years | 7.83 | 7.99 | 98% |
| Returns for 5 years | 42.55 | 47.59 | 89% |
| Returns for 10 years | 48.08 | 61.16 | 79% |
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