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AADBX vs BALCX
AADBX vs BALCX Comparison
Open Charts AADBX vs BALCX
American Beacon Balanced R5
Price$15.55
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets109.69M
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
AADBX vs BALCX Comparison Chart in %
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AADBX vs. BALCX commentary
Sep 08, 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 StrongBuy and BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 258B vs. AADBX (110M). AADBX pays higher dividends than BALCX: AADBX (1.84) vs BALCX (1.16). AADBX was incepted earlier than BALCX: AADBX (38 years) vs BALCX (25 years). BALCX (1.31) is less costly to investors than AADBX (0.85). BALCX is a more actively managed with annual turnover of: 44.00 vs. AADBX (38.00). BALCX has a lower initial minimum investment than AADBX: BALCX (250) vs AADBX (250000). BALCX annual gain was more profitable for investors over the last year : 9.12 vs. AADBX (1.17). BALCX return over 5 years is better than : 35.50 vs. AADBX (13.93).
| AADBX | BALCX | AADBX / BALCX | |
| Total Expense Ratio | 0.85 | 1.31 | 65% |
| Annual Report Gross Expense Ratio | 0.85 | 1.31 | 65% |
| Fund Existence | 38 years | 25 years | - |
| Gain YTD | 7.930 | 10.835 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 258B | 0% |
| Annual Yield % from dividends | 1.84 | 1.16 | 158% |
| Returns for 1 year | 1.17 | 9.12 | 13% |
| Returns for 3 years | 15.91 | 37.20 | 43% |
| Returns for 5 years | 13.93 | 35.50 | 39% |
| Returns for 10 years | 14.43 | 67.85 | 21% |
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