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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$15.28
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets106.35M
American Funds American Balanced 529C
Price$37.10
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets253.63B
AADBX vs CLBCX Comparison Chart in %
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AADBX vs. CLBCX commentary
Aug 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 Buy and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. AADBX (106M). AADBX pays higher dividends than CLBCX: AADBX (1.89) vs CLBCX (1.12). AADBX was incepted earlier than CLBCX: AADBX (38 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than AADBX (0.85). CLBCX is a more actively managed with annual turnover of: 44.00 vs. AADBX (38.00). 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 : 5.58 vs. AADBX (-0.33). CLBCX return over 5 years is better than : 33.97 vs. AADBX (13.48).
| AADBX | CLBCX | AADBX / CLBCX | |
| Total Expense Ratio | 0.85 | 1.35 | 63% |
| Annual Report Gross Expense Ratio | 0.85 | 1.35 | 63% |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 6.055 | 8.595 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 254B | 0% |
| Annual Yield % from dividends | 1.89 | 1.12 | 168% |
| Returns for 1 year | -0.33 | 5.58 | -6% |
| Returns for 3 years | 10.15 | 30.11 | 34% |
| Returns for 5 years | 13.48 | 33.97 | 40% |
| Returns for 10 years | 14.45 | 75.24 | 19% |
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