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AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$14.73
Change+$0.08 (+0.55%)
VolumeN/A
Net Assets103.17M
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
AADBX vs CLBFX Comparison Chart
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AADBX vs. CLBFX commentary
Jun 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 Buy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. AADBX (103M). CLBFX pays higher dividends than AADBX: CLBFX (2.07) vs AADBX (1.95). 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 : 7.27 vs. AADBX (-0.67). CLBFX return over 5 years is better than : 37.68 vs. AADBX (7.12).
| 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 | 1.703 | 4.778 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 243B | 0% |
| Annual Yield % from dividends | 1.95 | 2.07 | 94% |
| Returns for 1 year | -0.67 | 7.27 | -9% |
| Returns for 3 years | 2.16 | 24.09 | 9% |
| Returns for 5 years | 7.12 | 37.68 | 19% |
| Returns for 10 years | 1.95 | 75.37 | 3% |
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