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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$15.87
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets109.49M
American Funds American Balanced 529C
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
AADBX vs CLBCX Comparison Chart in %
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AADBX vs. CLBCX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. AADBX (109M). AADBX pays higher dividends than CLBCX: AADBX (1.85) vs CLBCX (1.02). 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 : 8.46 vs. AADBX (-2.10). CLBCX return over 5 years is better than : 35.68 vs. AADBX (4.67).
| 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 | 15.753 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 269B | 0% |
| Annual Yield % from dividends | 1.85 | 1.02 | 181% |
| Returns for 1 year | -2.10 | 8.46 | -25% |
| Returns for 3 years | 11.89 | 37.75 | 31% |
| Returns for 5 years | 4.67 | 35.68 | 13% |
| Returns for 10 years | 14.40 | 73.34 | 20% |
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