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CLBFX vs JBATX
CLBFX vs JBATX Comparison
Open Charts CLBFX vs JBATX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
JHancock Balanced R2
Price$29.16
Change-$0.28 (-0.95%)
VolumeN/A
Net Assets5.75B
CLBFX vs JBATX Comparison Chart
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CLBFX vs. JBATX commentary
Feb 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 CLBFX is a Hold and JBATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. JBATX (5.75B). CLBFX pays higher dividends than JBATX: CLBFX (2.39) vs JBATX (1.23). CLBFX was incepted earlier than JBATX: CLBFX (22 years) vs JBATX (13 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. JBATX (62.00). JBATX has a lower initial minimum investment than CLBFX: JBATX (0) vs CLBFX (250). CLBFX (9.36) and JBATX (9.02) have marching annual gain over last year. JBATX return over 5 years is better than : 40.79 vs. CLBFX (32.87).
| CLBFX | JBATX | CLBFX / JBATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 2.894 | 2.137 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 5.75B | 4,211% |
| Annual Yield % from dividends | 2.39 | 1.23 | 195% |
| Returns for 1 year | 9.36 | 9.02 | 104% |
| Returns for 3 years | 19.64 | 20.54 | 96% |
| Returns for 5 years | 32.87 | 40.79 | 81% |
| Returns for 10 years | 68.67 | 67.94 | 101% |
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