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AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$14.24
Change+$0.18 (+1.28%)
VolumeN/A
Net Assets99.73M
American Funds American Balanced 529F
Price$33.59
Change+$0.44 (+1.33%)
VolumeN/A
Net Assets226.9B
AADBX vs CLBFX Comparison Chart
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AADBX vs. CLBFX commentary
Apr 25, 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: 227B vs. AADBX (99.7M). 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 : 1.79 vs. AADBX (-4.10). CLBFX return over 5 years is better than : 35.44 vs. AADBX (13.91).
| 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 | -3.682 | -3.758 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.7M | 227B | 0% |
| Annual Yield % from dividends | 1.90 | 2.14 | 89% |
| Returns for 1 year | -4.10 | 1.79 | -229% |
| Returns for 3 years | -2.08 | 13.72 | -15% |
| Returns for 5 years | 13.91 | 35.44 | 39% |
| Returns for 10 years | -5.13 | 57.89 | -9% |