Interact to see
Advertisement
Advertisement
CLBFX vs JBATX
CLBFX vs JBATX Comparison
Open Charts CLBFX vs JBATX
American Funds American Balanced 529F
Price$39.14
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
JHancock Balanced R2
Price$31.83
Change+$0.16 (+0.51%)
VolumeN/A
Net Assets6.16B
CLBFX vs JBATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. JBATX commentary
Oct 21, 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: 266B vs. JBATX (6.16B). CLBFX pays higher dividends than JBATX: CLBFX (1.89) vs JBATX (1.43). CLBFX was incepted earlier than JBATX: CLBFX (23 years) vs JBATX (14 years). JBATX (1.13) is less costly to investors than CLBFX (0.67). JBATX is a more actively managed with annual turnover of: 67.00 vs. CLBFX (44.00). 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 : 10.30 vs. CLBFX (9.53). CLBFX (47.53) and JBATX (45.31) have equivalent 5 years return.
| CLBFX | JBATX | CLBFX / JBATX | |
| Total Expense Ratio | 0.67 | 1.12 | 60% |
| Annual Report Gross Expense Ratio | 0.67 | 1.13 | 59% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 15.564 | 12.128 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 6.16B | 4,316% |
| Annual Yield % from dividends | 1.89 | 1.43 | 132% |
| Returns for 1 year | 9.53 | 10.30 | 93% |
| Returns for 3 years | 52.41 | 50.73 | 103% |
| Returns for 5 years | 47.53 | 45.31 | 105% |
| Returns for 10 years | 89.57 | 90.51 | 99% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement