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CLBFX vs JBATX
CLBFX vs JBATX Comparison
Open Charts CLBFX vs JBATX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
JHancock Balanced R2
Price$29.22
Change+$0.20 (+0.69%)
VolumeN/A
Net Assets5.74B
CLBFX vs JBATX Comparison Chart
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CLBFX vs. JBATX commentary
Jan 19, 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 JBATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. JBATX (5.74B). 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). JBATX annual gain was more profitable for investors over the last year : 13.86 vs. CLBFX (12.43). JBATX return over 5 years is better than : 41.67 vs. CLBFX (32.62).
| 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 | 1.958 | 2.347 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 5.74B | 4,182% |
| Annual Yield % from dividends | 2.39 | 1.23 | 195% |
| Returns for 1 year | 12.43 | 13.86 | 90% |
| Returns for 3 years | 14.37 | 15.39 | 93% |
| Returns for 5 years | 32.62 | 41.67 | 78% |
| Returns for 10 years | 72.52 | 73.24 | 99% |