Interact to see
Advertisement
Advertisement
CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$37.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets256.45B
Janus Henderson Balanced R
Price$49.40
Change+$0.24 (+0.49%)
VolumeN/A
Net Assets27.35B
CLBCX vs JDBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. JDBRX commentary
Sep 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 Buy and JDBRX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. JDBRX (27.4B). JDBRX pays higher dividends than CLBCX: JDBRX (1.23) vs CLBCX (1.11). CLBCX was incepted earlier than JDBRX: CLBCX (24 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 (7.96) and CLBCX (7.64) have marching annual gain over last year. CLBCX (34.72) and JDBRX (33.85) 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 | 24 years | 16 years | - |
| Gain YTD | 9.500 | 9.961 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 27.4B | 934% |
| Annual Yield % from dividends | 1.11 | 1.23 | 90% |
| Returns for 1 year | 7.64 | 7.96 | 96% |
| Returns for 3 years | 35.26 | 34.57 | 102% |
| Returns for 5 years | 34.72 | 33.85 | 103% |
| Returns for 10 years | 75.27 | 89.61 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers