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CLBFX vs JBATX
CLBFX vs JBATX Comparison
Open Charts CLBFX vs JBATX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
JHancock Balanced R2
Price$31.21
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets6.07B
CLBFX vs JBATX Comparison Chart in %
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CLBFX vs. JBATX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 258B vs. JBATX (6.07B). CLBFX pays higher dividends than JBATX: CLBFX (1.94) vs JBATX (1.44). 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 : 10.88 vs. CLBFX (10.11). JBATX (42.93) and CLBFX (42.70) 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 | 11.495 | 10.093 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 6.07B | 4,250% |
| Annual Yield % from dividends | 1.94 | 1.44 | 135% |
| Returns for 1 year | 10.11 | 10.88 | 93% |
| Returns for 3 years | 41.65 | 43.00 | 97% |
| Returns for 5 years | 42.70 | 42.93 | 99% |
| Returns for 10 years | 92.18 | 91.67 | 101% |
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