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AADBX vs CLBAX
AADBX vs CLBAX Comparison
Open Charts AADBX vs CLBAX
American Beacon Balanced R5
Price$14.85
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets109.68M
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
AADBX vs CLBAX Comparison Chart
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AADBX vs. CLBAX commentary
Jan 19, 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 AADBX is a Hold and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. AADBX (110M). CLBAX pays higher dividends than AADBX: CLBAX (2.23) vs AADBX (1.72). AADBX was incepted earlier than CLBAX: AADBX (38 years) vs CLBAX (23 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. AADBX (48.00). CLBAX has a lower initial minimum investment than AADBX: CLBAX (250) vs AADBX (250000). CLBAX annual gain was more profitable for investors over the last year : 12.29 vs. AADBX (6.54). CLBAX return over 5 years is better than : 31.49 vs. AADBX (0.87).
| AADBX | CLBAX | AADBX / CLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 1.992 | 1.956 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 240B | 0% |
| Annual Yield % from dividends | 1.72 | 2.23 | 77% |
| Returns for 1 year | 6.54 | 12.29 | 53% |
| Returns for 3 years | -2.76 | 13.84 | -20% |
| Returns for 5 years | 0.87 | 31.49 | 3% |
| Returns for 10 years | 4.43 | 69.06 | 6% |
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