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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$14.24
Change+$0.18 (+1.28%)
VolumeN/A
Net Assets99.73M
American Funds American Balanced 529C
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
AADBX vs CLBCX Comparison Chart
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AADBX vs. CLBCX commentary
Apr 25, 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: 227B vs. AADBX (99.7M). 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 : 0.88 vs. AADBX (-4.10). CLBCX return over 5 years is better than : 29.36 vs. AADBX (13.91).
| 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 | -3.682 | -4.049 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.7M | 227B | 0% |
| Annual Yield % from dividends | 1.90 | 1.22 | 155% |
| Returns for 1 year | -4.10 | 0.88 | -466% |
| Returns for 3 years | -2.08 | 10.63 | -20% |
| Returns for 5 years | 13.91 | 29.36 | 47% |
| Returns for 10 years | -5.13 | 43.49 | -12% |
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