Interact to see
Advertisement
Advertisement
AADBX vs BALCX
AADBX vs BALCX Comparison
Open Charts AADBX vs BALCX
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
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.
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).
| 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 | 5.917 | 8.597 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 254B | 0% |
| Annual Yield % from dividends | 1.89 | 1.19 | 159% |
| Returns for 1 year | 2.08 | 9.43 | 22% |
| Returns for 3 years | 12.16 | 32.20 | 38% |
| Returns for 5 years | 14.19 | 35.43 | 40% |
| Returns for 10 years | 7.74 | 58.21 | 13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers