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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$15.25
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets106.42M
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
AADBX vs CLBCX Comparison Chart in %
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AADBX vs. CLBCX commentary
Aug 18, 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: 256B vs. AADBX (106M). AADBX pays higher dividends than CLBCX: AADBX (1.89) vs CLBCX (1.12). 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 : 7.14 vs. AADBX (0.37). CLBCX return over 5 years is better than : 34.64 vs. AADBX (11.35).
| 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 | 5.847 | 9.208 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 256B | 0% |
| Annual Yield % from dividends | 1.89 | 1.12 | 168% |
| Returns for 1 year | 0.37 | 7.14 | 5% |
| Returns for 3 years | 6.93 | 27.58 | 25% |
| Returns for 5 years | 11.35 | 34.64 | 33% |
| Returns for 10 years | 7.69 | 65.77 | 12% |
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