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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$15.55
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets109.69M
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
AADBX vs CLBCX Comparison Chart in %
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AADBX vs. CLBCX commentary
Sep 08, 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 258B vs. AADBX (110M). AADBX pays higher dividends than CLBCX: AADBX (1.84) vs CLBCX (1.11). 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 : 9.15 vs. AADBX (1.17). CLBCX return over 5 years is better than : 36.30 vs. AADBX (13.93).
| 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 | 7.930 | 10.785 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 258B | 0% |
| Annual Yield % from dividends | 1.84 | 1.11 | 166% |
| Returns for 1 year | 1.17 | 9.15 | 13% |
| Returns for 3 years | 15.91 | 37.75 | 42% |
| Returns for 5 years | 13.93 | 36.30 | 38% |
| Returns for 10 years | 14.43 | 74.80 | 19% |
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