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AADBX vs CLBAX
AADBX vs CLBAX Comparison
Open Charts AADBX vs CLBAX
American Beacon Balanced R5
Price$14.92
Change-$0.11 (-0.73%)
VolumeN/A
Net Assets108.08M
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
AADBX vs CLBAX Comparison Chart
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AADBX vs. CLBAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. AADBX (108M). 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 : 9.22 vs. AADBX (3.90). CLBAX return over 5 years is better than : 31.74 vs. AADBX (2.25).
| 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 | 2.473 | 2.890 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 242B | 0% |
| Annual Yield % from dividends | 1.72 | 2.23 | 77% |
| Returns for 1 year | 3.90 | 9.22 | 42% |
| Returns for 3 years | 0.61 | 19.12 | 3% |
| Returns for 5 years | 2.25 | 31.74 | 7% |
| Returns for 10 years | 1.38 | 65.36 | 2% |
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