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AADBX vs CLBAX
AADBX vs CLBAX Comparison
Open Charts AADBX vs CLBAX
American Beacon Balanced R5
Price$15.95
Change-$0.09 (-0.56%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529A
Price$35.00
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
AADBX vs CLBAX Comparison Chart
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AADBX vs. CLBAX commentary
Dec 19, 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 AADBX is a Sell and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 230B vs. AADBX (111M). CLBAX pays higher dividends than AADBX: CLBAX (2.23) vs AADBX (1.72). AADBX was incepted earlier than CLBAX: AADBX (37 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 (12.51) and AADBX (12.51) have marching annual gain over last year. CLBAX return over 5 years is better than : 34.39 vs. AADBX (1.85).
| AADBX | CLBAX | AADBX / CLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | 12.008 | 11.523 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111M | 230B | 0% |
| Annual Yield % from dividends | 1.72 | 2.23 | 77% |
| Returns for 1 year | 12.51 | 12.51 | 100% |
| Returns for 3 years | -0.41 | 13.21 | -3% |
| Returns for 5 years | 1.85 | 34.39 | 5% |
| Returns for 10 years | 5.48 | 58.66 | 9% |