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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$14.92
Change-$0.11 (-0.73%)
VolumeN/A
Net Assets108.08M
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
AADBX vs CLBCX Comparison Chart
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AADBX vs. CLBCX 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 CLBCX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. AADBX (108M). 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 : 8.39 vs. AADBX (3.90). CLBCX return over 5 years is better than : 26.92 vs. AADBX (2.25).
| 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 | 2.473 | 2.768 | 89% |
| 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 | 1.52 | 113% |
| Returns for 1 year | 3.90 | 8.39 | 47% |
| Returns for 3 years | 0.61 | 16.44 | 4% |
| Returns for 5 years | 2.25 | 26.92 | 8% |
| Returns for 10 years | 1.38 | 53.37 | 3% |
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