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AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$14.69
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets104.31M
American Funds American Balanced 529F
Price$34.25
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
AADBX vs CLBFX Comparison Chart
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AADBX vs. CLBFX commentary
Apr 03, 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 CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 234B vs. AADBX (104M). CLBFX pays higher dividends than AADBX: CLBFX (2.14) vs AADBX (1.90). AADBX was incepted earlier than CLBFX: AADBX (38 years) vs CLBFX (23 years). AADBX (0.85) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 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 : 4.45 vs. AADBX (-0.75). CLBFX return over 5 years is better than : 53.24 vs. AADBX (29.63).
| AADBX | CLBFX | AADBX / CLBFX | |
| Total Expense Ratio | 0.85 | 0.68 | 125% |
| Annual Report Gross Expense Ratio | 0.85 | 0.68 | 125% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 1.427 | 0.466 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 234B | 0% |
| Annual Yield % from dividends | 1.90 | 2.14 | 89% |
| Returns for 1 year | -0.75 | 4.45 | -17% |
| Returns for 3 years | -0.68 | 14.15 | -5% |
| Returns for 5 years | 29.63 | 53.24 | 56% |
| Returns for 10 years | 1.69 | 67.95 | 2% |
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