CLBFX
Price
$40.96
Change
+$0.10 (+0.24%)
Updated
Jun 2 closing price
Net Assets
278.87B
JDBRX
Price
$49.27
Change
-$0.00 (-0.00%)
Updated
Jun 2 closing price
Net Assets
27.82B
Interact to see
Advertisement

CLBFX vs JDBRX

Header iconCLBFX vs JDBRX Comparison
Open Charts CLBFX vs JDBRXBanner chart's image
CLBFX vs JDBRX Comparison Chart in %
View a ticker or compare two or three
VS
CLBFX vs. JDBRX commentary
Jun 04, 2026

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 JDBRX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 279B vs. JDBRX (27.8B). CLBFX pays higher dividends than JDBRX: CLBFX (1.92) vs JDBRX (1.13). CLBFX was incepted earlier than JDBRX: CLBFX (24 years) vs JDBRX (17 years). JDBRX (1.32) is less costly to investors than CLBFX (0.66). JDBRX is a more actively managed with annual turnover of: 75.00 vs. CLBFX (50.00). CLBFX has a lower initial minimum investment than JDBRX: CLBFX (250) vs JDBRX (2500). CLBFX annual gain was more profitable for investors over the last year : 17.91 vs. JDBRX (7.34). CLBFX return over 5 years is better than : 38.25 vs. JDBRX (21.67).
CLBFXJDBRXCLBFX / JDBRX
Total Expense Ratio0.661.3250%
Annual Report Gross Expense Ratio0.661.3250%
Fund Existence24 years17 years-
Gain YTD9.7863.652268%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets279B27.8B1,004%
Annual Yield % from dividends1.921.13170%
Returns for 1 year17.917.34244%
Returns for 3 years46.1729.76155%
Returns for 5 years38.2521.67177%
Returns for 10 years101.6392.68110%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FFANX15.02N/A
N/A
Fidelity Asset Manager 40%
HAVLX19.63N/A
N/A
Harbor Large Cap Value Instl
MCBVX30.17N/A
N/A
MFS Mid Cap Value B
JMNCX12.28N/A
N/A
JPMorgan Research Market Neutral C
TOWFX20.33N/A
N/A
Towpath Focus Institutional