Interact to see
Advertisement
Advertisement
AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$15.38
Change-$0.05 (-0.32%)
VolumeN/A
Net Assets106.8M
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
AADBX vs CLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AADBX vs. CLBFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. AADBX (107M). AADBX (1.87) and CLBFX (1.86) 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 : 9.14 vs. AADBX (-2.31). CLBFX return over 5 years is better than : 41.70 vs. AADBX (5.52).
| 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 | 7.392 | 14.206 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 263B | 0% |
| Annual Yield % from dividends | 1.87 | 1.86 | 100% |
| Returns for 1 year | -2.31 | 9.14 | -25% |
| Returns for 3 years | 12.57 | 42.41 | 30% |
| Returns for 5 years | 5.52 | 41.70 | 13% |
| Returns for 10 years | 11.65 | 86.89 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement