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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$15.60
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets107.42M
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
AADBX vs CLBCX Comparison Chart in %
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AADBX vs. CLBCX commentary
Oct 21, 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 CLBCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. AADBX (107M). AADBX pays higher dividends than CLBCX: AADBX (1.81) vs CLBCX (1.06). 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 : 7.87 vs. AADBX (-0.91). CLBCX return over 5 years is better than : 38.56 vs. AADBX (14.12).
| 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 | 8.929 | 13.912 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 266B | 0% |
| Annual Yield % from dividends | 1.81 | 1.06 | 172% |
| Returns for 1 year | -0.91 | 7.87 | -12% |
| Returns for 3 years | 21.49 | 47.86 | 45% |
| Returns for 5 years | 14.12 | 38.56 | 37% |
| Returns for 10 years | 14.44 | 74.34 | 19% |
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