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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$14.73
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets103.17M
American Funds American Balanced 529C
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
AADBX vs CLBCX Comparison Chart
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AADBX vs. CLBCX commentary
Jun 07, 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: 243B vs. AADBX (103M). AADBX pays higher dividends than CLBCX: AADBX (1.95) vs CLBCX (1.18). 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 : 6.33 vs. AADBX (-0.67). CLBCX return over 5 years is better than : 31.46 vs. AADBX (7.12).
| 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 | 1.703 | 4.353 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 243B | 0% |
| Annual Yield % from dividends | 1.95 | 1.18 | 165% |
| Returns for 1 year | -0.67 | 6.33 | -11% |
| Returns for 3 years | 2.16 | 20.71 | 10% |
| Returns for 5 years | 7.12 | 31.46 | 23% |
| Returns for 10 years | 1.95 | 59.47 | 3% |
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