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CLBFX vs JBATX
CLBFX vs JBATX Comparison
Open Charts CLBFX vs JBATX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
JHancock Balanced R2
Price$31.96
Change+$0.13 (+0.41%)
VolumeN/A
Net Assets6.19B
CLBFX vs JBATX Comparison Chart in %
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CLBFX vs. JBATX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. JBATX (6.19B). CLBFX pays higher dividends than JBATX: CLBFX (1.86) vs JBATX (1.40). 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 : 11.39 vs. CLBFX (9.14). JBATX (42.65) and CLBFX (41.70) 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 | 14.206 | 12.694 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 6.19B | 4,247% |
| Annual Yield % from dividends | 1.86 | 1.40 | 133% |
| Returns for 1 year | 9.14 | 11.39 | 80% |
| Returns for 3 years | 42.41 | 44.94 | 94% |
| Returns for 5 years | 41.70 | 42.65 | 98% |
| Returns for 10 years | 86.89 | 91.47 | 95% |
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