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AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$15.03
Change-$0.08 (-0.53%)
VolumeN/A
Net Assets105.15M
American Funds American Balanced 529F
Price$36.89
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets252.98B
AADBX vs CLBFX Comparison Chart in %
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AADBX vs. CLBFX commentary
Aug 02, 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 Hold and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. AADBX (105M). CLBFX (1.97) and AADBX (1.89) have matching dividends . AADBX was incepted earlier than CLBFX: AADBX (38 years) vs CLBFX (23 years). AADBX (0.85) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. AADBX (38.00). 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 : 7.42 vs. AADBX (-1.52). CLBFX return over 5 years is better than : 41.20 vs. AADBX (12.78).
| AADBX | CLBFX | AADBX / CLBFX | |
| Total Expense Ratio | 0.85 | 0.67 | 127% |
| Annual Report Gross Expense Ratio | 0.85 | 0.67 | 127% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 4.320 | 8.581 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 253B | 0% |
| Annual Yield % from dividends | 1.89 | 1.97 | 96% |
| Returns for 1 year | -1.52 | 7.42 | -21% |
| Returns for 3 years | 7.91 | 32.34 | 24% |
| Returns for 5 years | 12.78 | 41.20 | 31% |
| Returns for 10 years | 5.69 | 79.14 | 7% |
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