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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$14.69
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets104.31M
American Funds American Balanced 529C
Price$34.35
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
AADBX vs CLBCX Comparison Chart
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AADBX vs. CLBCX commentary
Apr 03, 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: 234B vs. AADBX (104M). AADBX pays higher dividends than CLBCX: AADBX (1.90) vs CLBCX (1.22). AADBX was incepted earlier than CLBCX: AADBX (38 years) vs CLBCX (23 years). CLBCX (1.37) is less costly to investors than AADBX (0.85). CLBCX is a more actively managed with annual turnover of: 171.00 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 : 3.51 vs. AADBX (-0.75). CLBCX return over 5 years is better than : 46.30 vs. AADBX (29.63).
| AADBX | CLBCX | AADBX / CLBCX | |
| Total Expense Ratio | 0.85 | 1.37 | 62% |
| Annual Report Gross Expense Ratio | 0.85 | 1.37 | 62% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 1.427 | 0.211 | 677% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 234B | 0% |
| Annual Yield % from dividends | 1.90 | 1.22 | 155% |
| Returns for 1 year | -0.75 | 3.51 | -21% |
| Returns for 3 years | -0.68 | 11.05 | -6% |
| Returns for 5 years | 29.63 | 46.30 | 64% |
| Returns for 10 years | 1.69 | 52.65 | 3% |
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