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CLBFX vs JANBX
CLBFX vs JANBX Comparison
Open Charts CLBFX vs JANBX
American Funds American Balanced 529F
Price$32.64
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
Janus Henderson Balanced D
Price$42.91
Change-$1.06 (-2.41%)
VolumeN/A
Net Assets25.08B
CLBFX vs JANBX Comparison Chart
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CLBFX vs. JANBX commentary
Apr 11, 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 CLBFX is a Buy and JANBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 229B vs. JANBX (25.1B). CLBFX pays higher dividends than JANBX: CLBFX (2.14) vs JANBX (2.00). CLBFX was incepted earlier than JANBX: CLBFX (23 years) vs JANBX (33 years). JANBX (0.69) and CLBFX (0.68) have similar cost to investors . CLBFX is a more actively managed with annual turnover of: 171.00 vs. JANBX (76.00). CLBFX has a lower initial minimum investment than JANBX: CLBFX (250) vs JANBX (2500). CLBFX annual gain was more profitable for investors over the last year : -3.46 vs. JANBX (-5.16). CLBFX (32.93) and JANBX (32.63) have equivalent 5 years return.
| CLBFX | JANBX | CLBFX / JANBX | |
| Total Expense Ratio | 0.68 | 0.69 | 99% |
| Annual Report Gross Expense Ratio | 0.68 | 0.69 | 99% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -6.926 | -8.734 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 25.1B | 912% |
| Annual Yield % from dividends | 2.14 | 2.00 | 107% |
| Returns for 1 year | -3.46 | -5.16 | 67% |
| Returns for 3 years | 6.59 | 4.07 | 162% |
| Returns for 5 years | 32.93 | 32.63 | 101% |
| Returns for 10 years | 54.04 | 58.06 | 93% |