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AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$15.97
Change-$0.04 (-0.25%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced 529F
Price$36.01
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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AADBX vs CLBFX Comparison Chart
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AADBX vs. CLBFX commentary
Sep 21, 2024
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 CLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. AADBX (116M). CLBFX pays higher dividends than AADBX: CLBFX (2.39) vs AADBX (1.72). AADBX was incepted earlier than CLBFX: AADBX (37 years) vs CLBFX (22 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. AADBX (48.00). CLBFX has a lower initial minimum investment than AADBX: CLBFX (250) vs AADBX (250000). CLBFX annual gain was more profitable for investors over the last year : 24.60 vs. AADBX (20.17). CLBFX return over 5 years is better than : 42.98 vs. AADBX (5.83).
| AADBX | CLBFX | AADBX / CLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 22 years | - |
| Gain YTD | 11.543 | 14.164 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 236B | 0% |
| Annual Yield % from dividends | 1.72 | 2.39 | 72% |
| Returns for 1 year | 20.17 | 24.60 | 82% |
| Returns for 3 years | 2.16 | 16.88 | 13% |
| Returns for 5 years | 5.83 | 42.98 | 14% |
| Returns for 10 years | 6.36 | 70.31 | 9% |
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