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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$15.75
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets110.43M
American Funds American Balanced 529C
Price$39.01
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
AADBX vs CLBCX Comparison Chart in %
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AADBX vs. CLBCX commentary
Oct 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 StrongBuy and CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. AADBX (110M). AADBX pays higher dividends than CLBCX: AADBX (1.81) vs CLBCX (1.06). 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 : 8.79 vs. AADBX (0.92). CLBCX return over 5 years is better than : 40.13 vs. AADBX (16.48).
| 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 | 9.836 | 14.029 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 266B | 0% |
| Annual Yield % from dividends | 1.81 | 1.06 | 172% |
| Returns for 1 year | 0.92 | 8.79 | 10% |
| Returns for 3 years | 23.69 | 48.83 | 49% |
| Returns for 5 years | 16.48 | 40.13 | 41% |
| Returns for 10 years | 15.37 | 75.88 | 20% |
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