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CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
American Funds American Balanced 529C
Price$34.85
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Janus Henderson Balanced R
Price$45.73
Change+$0.06 (+0.13%)
VolumeN/A
Net Assets25.07B
CLBCX vs JDBRX Comparison Chart
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CLBCX vs. JDBRX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 238B vs. JDBRX (25.1B). JDBRX pays higher dividends than CLBCX: JDBRX (1.40) vs CLBCX (1.23). 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 : 3.96 vs. JDBRX (3.48). JDBRX return over 5 years is better than : 37.65 vs. CLBCX (34.64).
| 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 | 1.669 | 1.484 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 25.1B | 948% |
| Annual Yield % from dividends | 1.23 | 1.40 | 88% |
| Returns for 1 year | 3.96 | 3.48 | 114% |
| Returns for 3 years | 21.07 | 23.98 | 88% |
| Returns for 5 years | 34.64 | 37.65 | 92% |
| Returns for 10 years | 52.53 | 64.18 | 82% |
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