Ad is loading...
AADBX vs CLBAX
AADBX vs CLBAX Comparison
Open Charts AADBX vs CLBAX
American Beacon Balanced R5
Price$14.69
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets104.31M
American Funds American Balanced 529A
Price$34.29
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
AADBX vs CLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AADBX vs. CLBAX commentary
Apr 03, 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 Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. AADBX (104M). CLBAX (1.98) and AADBX (1.90) have matching dividends . AADBX was incepted earlier than CLBAX: AADBX (38 years) vs CLBAX (23 years). AADBX (0.85) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. AADBX (38.00). 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 : 4.28 vs. AADBX (-0.75). CLBAX return over 5 years is better than : 51.92 vs. AADBX (29.63).
| AADBX | CLBAX | AADBX / CLBAX | |
| Total Expense Ratio | 0.85 | 0.60 | 142% |
| Annual Report Gross Expense Ratio | 0.85 | 0.60 | 142% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 1.427 | 0.399 | 358% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 234B | 0% |
| Annual Yield % from dividends | 1.90 | 1.98 | 96% |
| Returns for 1 year | -0.75 | 4.28 | -17% |
| Returns for 3 years | -0.68 | 13.59 | -5% |
| Returns for 5 years | 29.63 | 51.92 | 57% |
| Returns for 10 years | 1.69 | 64.57 | 3% |
View a ticker or compare two or three
VS
VS
Ad is loading...