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AADBX vs BALCX
AADBX vs BALCX Comparison
Open Charts AADBX vs BALCX
American Beacon Balanced R5
Price$15.25
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets106.42M
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
AADBX vs BALCX Comparison Chart in %
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AADBX vs. BALCX commentary
Aug 18, 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: 256B vs. AADBX (106M). AADBX pays higher dividends than BALCX: AADBX (1.89) vs BALCX (1.18). AADBX was incepted earlier than BALCX: AADBX (38 years) vs BALCX (24 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 : 7.16 vs. AADBX (0.37). BALCX return over 5 years is better than : 33.87 vs. AADBX (11.35).
| 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 | 24 years | - |
| Gain YTD | 5.847 | 9.274 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 256B | 0% |
| Annual Yield % from dividends | 1.89 | 1.18 | 160% |
| Returns for 1 year | 0.37 | 7.16 | 5% |
| Returns for 3 years | 6.93 | 27.12 | 26% |
| Returns for 5 years | 11.35 | 33.87 | 34% |
| Returns for 10 years | 7.69 | 59.19 | 13% |
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