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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$15.61
Change-$0.10 (-0.64%)
VolumeN/A
Net Assets108.15M
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
AADBX vs CLBCX Comparison Chart in %
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AADBX vs. CLBCX commentary
Nov 14, 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. AADBX (108M). AADBX pays higher dividends than CLBCX: AADBX (1.87) vs CLBCX (1.04). AADBX was incepted earlier than CLBCX: AADBX (38 years) vs CLBCX (24 years). CLBCX (1.35) is less costly to investors than AADBX (0.85). CLBCX is a more actively managed with annual turnover of: 44.00 vs. AADBX (38.00). CLBCX has a lower initial minimum investment than AADBX: CLBCX (250) vs AADBX (250000). CLBCX annual gain was more profitable for investors over the last year : 9.13 vs. AADBX (-0.64). CLBCX return over 5 years is better than : 37.82 vs. AADBX (8.89).
| AADBX | CLBCX | AADBX / CLBCX | |
| Total Expense Ratio | 0.85 | 1.35 | 63% |
| Annual Report Gross Expense Ratio | 0.85 | 1.35 | 63% |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 9.697 | 15.461 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 269B | 0% |
| Annual Yield % from dividends | 1.87 | 1.04 | 180% |
| Returns for 1 year | -0.64 | 9.13 | -7% |
| Returns for 3 years | 14.43 | 41.00 | 35% |
| Returns for 5 years | 8.89 | 37.82 | 24% |
| Returns for 10 years | 16.18 | 76.85 | 21% |
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