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CLBFX vs JBALX
CLBFX vs JBALX Comparison
Open Charts CLBFX vs JBALX
CLBFX vs JBALX Comparison Chart in %
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CLBFX vs. JBALX commentary
Jul 10, 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 CLBFX is a Buy and JBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 288B vs. JBALX (28B). CLBFX pays higher dividends than JBALX: CLBFX (1.92) vs JBALX (1.67). CLBFX was incepted earlier than JBALX: CLBFX (24 years) vs JBALX (17 years). JBALX (0.67) and CLBFX (0.66) have similar cost to investors . JBALX is a more actively managed with annual turnover of: 75.00 vs. CLBFX (50.00). CLBFX has a lower initial minimum investment than JBALX: CLBFX (250) vs JBALX (1000000). CLBFX annual gain was more profitable for investors over the last year : 12.47 vs. JBALX (2.73). CLBFX return over 5 years is better than : 36.21 vs. JBALX (19.87).
| CLBFX | JBALX | CLBFX / JBALX | |
| Total Expense Ratio | 0.66 | 0.67 | 99% |
| Annual Report Gross Expense Ratio | 0.66 | 0.67 | 99% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 8.964 | 3.278 | 273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 28B | 1,029% |
| Annual Yield % from dividends | 1.92 | 1.67 | 116% |
| Returns for 1 year | 12.47 | 2.73 | 457% |
| Returns for 3 years | 43.39 | 30.98 | 140% |
| Returns for 5 years | 36.21 | 19.87 | 182% |
| Returns for 10 years | 97.55 | 102.21 | 95% |
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