AADBX
Price
$15.26
Change
+$0.07 (+0.46%)
Updated
Jul 25 closing price
Net Assets
106.83M
BALCX
Price
$36.88
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
Interact to see
Advertisement

AADBX vs BALCX

Header iconAADBX vs BALCX Comparison
Open Charts AADBX vs BALCXBanner chart's image
American Beacon Balanced R5
Price$15.26
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets106.83M
American Funds American Balanced C
Price$36.88
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
AADBX vs BALCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AADBX vs. BALCX commentary
Jul 27, 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 BALCX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. AADBX (107M). AADBX pays higher dividends than BALCX: AADBX (1.89) vs BALCX (1.19). 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 : 9.43 vs. AADBX (2.08). BALCX return over 5 years is better than : 35.43 vs. AADBX (14.19).
AADBXBALCXAADBX / BALCX
Total Expense Ratio0.851.3165%
Annual Report Gross Expense Ratio0.851.3165%
Fund Existence38 years24 years-
Gain YTD5.9178.59769%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets107M254B0%
Annual Yield % from dividends1.891.19159%
Returns for 1 year2.089.4322%
Returns for 3 years12.1632.2038%
Returns for 5 years14.1935.4340%
Returns for 10 years7.7458.2113%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
PSGKX21.910.13
+0.60%
BlackRock Advantage Small Cap Gr K
VFMFX43.280.25
+0.58%
Vanguard US Multifactor Admiral™
MRGKX59.350.28
+0.47%
MFS Core Equity R6
FEREX11.95-0.01
-0.08%
First Eagle Global Real Assets I
TEMPX9.19-0.06
-0.65%
Nuveen Emerging Markets Eq Prem