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CLBFX vs JBATX
CLBFX vs JBATX Comparison
Open Charts CLBFX vs JBATX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
JHancock Balanced R2
Price$29.37
Change-$0.70 (-2.33%)
VolumeN/A
CapitalizationN/A
CLBFX vs JBATX Comparison Chart
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CLBFX vs. JBATX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. JBATX (5.76B). 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 : 13.87 vs. CLBFX (9.91). JBATX return over 5 years is better than : 44.65 vs. CLBFX (32.46).
| 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 | 9.424 | 13.387 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 5.76B | 4,183% |
| Annual Yield % from dividends | 2.39 | 1.23 | 195% |
| Returns for 1 year | 9.91 | 13.87 | 71% |
| Returns for 3 years | 11.43 | 13.75 | 83% |
| Returns for 5 years | 32.46 | 44.65 | 73% |
| Returns for 10 years | 58.64 | 71.38 | 82% |
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