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CLBFX vs JDBRX
CLBFX vs JDBRX Comparison
Open Charts CLBFX vs JDBRX
American Funds American Balanced 529F
Price$36.47
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
Janus Henderson Balanced R
Price$47.78
Change-$0.08 (-0.17%)
VolumeN/A
CapitalizationN/A
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CLBFX vs JDBRX Comparison Chart
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CLBFX vs. JDBRX commentary
Oct 18, 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 StrongBuy and JDBRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 239B vs. JDBRX (26.4B). CLBFX pays higher dividends than JDBRX: CLBFX (2.39) vs JDBRX (1.36). CLBFX was incepted earlier than JDBRX: CLBFX (22 years) vs JDBRX (15 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. JDBRX (92.00). CLBFX has a lower initial minimum investment than JDBRX: CLBFX (250) vs JDBRX (2500). CLBFX (25.47) and JDBRX (24.93) have marching annual gain over last year. CLBFX (44.66) and JDBRX (43.23) have equivalent 5 years return.
| CLBFX | JDBRX | CLBFX / JDBRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 15.464 | 15.332 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 26.4B | 905% |
| Annual Yield % from dividends | 2.39 | 1.36 | 176% |
| Returns for 1 year | 25.47 | 24.93 | 102% |
| Returns for 3 years | 16.54 | 9.86 | 168% |
| Returns for 5 years | 44.66 | 43.23 | 103% |
| Returns for 10 years | 77.69 | 76.53 | 102% |
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