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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$14.85
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets109.68M
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
AADBX vs CLBCX Comparison Chart
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AADBX vs. CLBCX 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. AADBX (110M). AADBX pays higher dividends than CLBCX: AADBX (1.72) vs CLBCX (1.52). AADBX was incepted earlier than CLBCX: AADBX (38 years) vs CLBCX (23 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. AADBX (48.00). CLBCX has a lower initial minimum investment than AADBX: CLBCX (250) vs AADBX (250000). CLBCX annual gain was more profitable for investors over the last year : 11.42 vs. AADBX (6.54). CLBCX return over 5 years is better than : 26.62 vs. AADBX (0.87).
| AADBX | CLBCX | AADBX / CLBCX | |
| 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 | 1.894 | 105% |
| 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 | 1.52 | 113% |
| Returns for 1 year | 6.54 | 11.42 | 57% |
| Returns for 3 years | -2.76 | 11.24 | -25% |
| Returns for 5 years | 0.87 | 26.62 | 3% |
| Returns for 10 years | 4.43 | 56.78 | 8% |
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