Interact to see
Advertisement
Advertisement
CLBCX vs JDBRX
CLBCX vs JDBRX Comparison
Open Charts CLBCX vs JDBRX
CLBCX vs JDBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. JDBRX commentary
Aug 03, 2026
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: 288B vs. JDBRX (28B). CLBCX (1.09) and JDBRX (1.08) have matching dividends . CLBCX was incepted earlier than JDBRX: CLBCX (24 years) vs JDBRX (17 years). CLBCX (1.35) and JDBRX (1.32) have similar cost to investors . JDBRX is a more actively managed with annual turnover of: 75.00 vs. CLBCX (50.00). 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 : 10.49 vs. JDBRX (0.87). CLBCX return over 5 years is better than : 29.10 vs. JDBRX (14.57).
| CLBCX | JDBRX | CLBCX / JDBRX | |
| Total Expense Ratio | 1.35 | 1.32 | 102% |
| Annual Report Gross Expense Ratio | 1.35 | 1.32 | 102% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 7.915 | 2.791 | 284% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28B | 1,029% |
| Annual Yield % from dividends | 1.09 | 1.08 | 100% |
| Returns for 1 year | 10.49 | 0.87 | 1,204% |
| Returns for 3 years | 35.52 | 24.80 | 143% |
| Returns for 5 years | 29.10 | 14.57 | 200% |
| Returns for 10 years | 79.39 | 87.53 | 91% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers