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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$15.65
Change-$0.09 (-0.57%)
VolumeN/A
Net Assets109.6M
American Funds American Balanced 529C
Price$38.52
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
AADBX vs CLBCX Comparison Chart in %
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AADBX vs. CLBCX commentary
Sep 13, 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: 262B vs. AADBX (110M). AADBX pays higher dividends than CLBCX: AADBX (1.84) vs CLBCX (1.11). 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 : 9.48 vs. AADBX (2.41). CLBCX return over 5 years is better than : 39.67 vs. AADBX (16.82).
| 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 | 9.248 | 12.509 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 262B | 0% |
| Annual Yield % from dividends | 1.84 | 1.11 | 166% |
| Returns for 1 year | 2.41 | 9.48 | 25% |
| Returns for 3 years | 16.42 | 39.75 | 41% |
| Returns for 5 years | 16.82 | 39.67 | 42% |
| Returns for 10 years | 16.26 | 77.37 | 21% |
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