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AADBX vs BALCX
AADBX vs BALCX Comparison
Open Charts AADBX vs BALCX
American Beacon Balanced R5
Price$14.78
Change-$0.13 (-0.87%)
VolumeN/A
Net Assets104M
American Funds American Balanced C
Price$35.36
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
AADBX vs BALCX Comparison Chart
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AADBX vs. BALCX commentary
Jun 15, 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 BALCX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 244B vs. AADBX (104M). AADBX pays higher dividends than BALCX: AADBX (1.95) vs BALCX (1.24). 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 : 4.49 vs. AADBX (-0.34). BALCX return over 5 years is better than : 34.15 vs. AADBX (12.71).
| 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 | 2.049 | 4.121 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 244B | 0% |
| Annual Yield % from dividends | 1.95 | 1.24 | 157% |
| Returns for 1 year | -0.34 | 4.49 | -8% |
| Returns for 3 years | 10.87 | 30.13 | 36% |
| Returns for 5 years | 12.71 | 34.15 | 37% |
| Returns for 10 years | 1.63 | 51.38 | 3% |
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