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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$15.03
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets105.15M
American Funds American Balanced 529C
Price$36.97
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets252.98B
AADBX vs CLBCX Comparison Chart in %
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AADBX vs. CLBCX commentary
Aug 02, 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: 253B vs. AADBX (105M). AADBX pays higher dividends than CLBCX: AADBX (1.89) vs CLBCX (1.12). AADBX was incepted earlier than CLBCX: AADBX (38 years) vs CLBCX (23 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 : 6.45 vs. AADBX (-1.52). CLBCX return over 5 years is better than : 34.84 vs. AADBX (12.78).
| 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 | 23 years | - |
| Gain YTD | 4.320 | 7.981 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 253B | 0% |
| Annual Yield % from dividends | 1.89 | 1.12 | 168% |
| Returns for 1 year | -1.52 | 6.45 | -24% |
| Returns for 3 years | 7.91 | 28.72 | 28% |
| Returns for 5 years | 12.78 | 34.84 | 37% |
| Returns for 10 years | 5.69 | 62.86 | 9% |
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