Ad is loading...
CLBFX vs JBATX
CLBFX vs JBATX Comparison
Open Charts CLBFX vs JBATX
American Funds American Balanced 529F
Price$33.35
Change+$1.62 (+5.11%)
VolumeN/A
Net Assets217.49B
JHancock Balanced R2
Price$27.32
Change+$1.30 (+5.00%)
VolumeN/A
Net Assets5.12B
CLBFX vs JBATX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. JBATX commentary
Apr 11, 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: 217B vs. JBATX (5.12B). CLBFX pays higher dividends than JBATX: CLBFX (2.14) vs JBATX (1.53). CLBFX was incepted earlier than JBATX: CLBFX (23 years) vs JBATX (13 years). JBATX (1.13) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. JBATX (67.00). JBATX has a lower initial minimum investment than CLBFX: JBATX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : -3.46 vs. JBATX (-5.45). JBATX return over 5 years is better than : 38.04 vs. CLBFX (32.93).
| CLBFX | JBATX | CLBFX / JBATX | |
| Total Expense Ratio | 0.68 | 1.12 | 61% |
| Annual Report Gross Expense Ratio | 0.68 | 1.13 | 60% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | -6.926 | -8.610 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 5.12B | 4,238% |
| Annual Yield % from dividends | 2.14 | 1.53 | 140% |
| Returns for 1 year | -3.46 | -5.45 | 64% |
| Returns for 3 years | 6.59 | 6.64 | 99% |
| Returns for 5 years | 32.93 | 38.04 | 87% |
| Returns for 10 years | 54.04 | 50.22 | 108% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers