Interact to see
Advertisement
Advertisement
AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$15.19
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets105.9M
American Funds American Balanced 529F
Price$36.82
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.22B
AADBX vs CLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AADBX vs. CLBFX commentary
Jul 11, 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: 252B vs. AADBX (106M). CLBFX pays higher dividends than AADBX: CLBFX (1.99) vs AADBX (1.89). 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 : 7.18 vs. AADBX (2.35). CLBFX return over 5 years is better than : 43.53 vs. AADBX (16.72).
| 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 | 5.431 | 8.375 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 252B | 0% |
| Annual Yield % from dividends | 1.89 | 1.99 | 95% |
| Returns for 1 year | 2.35 | 7.18 | 33% |
| Returns for 3 years | 14.61 | 37.54 | 39% |
| Returns for 5 years | 16.72 | 43.53 | 38% |
| Returns for 10 years | 6.80 | 79.81 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers