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AADBX vs CLBCX
AADBX vs CLBCX Comparison
Open Charts AADBX vs CLBCX
American Beacon Balanced R5
Price$15.16
Change-$0.44 (-2.82%)
VolumeN/A
Net Assets108.47M
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
AADBX vs CLBCX Comparison Chart in %
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AADBX vs. CLBCX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. AADBX (108M). AADBX pays higher dividends than CLBCX: AADBX (1.90) vs CLBCX (1.19). AADBX was incepted earlier than CLBCX: AADBX (39 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 (31.00). 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 : 10.51 vs. AADBX (4.22). CLBCX return over 5 years is better than : 32.27 vs. AADBX (8.00).
| AADBX | CLBCX | AADBX / CLBCX | |
| Total Expense Ratio | 0.85 | 1.35 | 63% |
| Annual Report Gross Expense Ratio | 0.85 | 1.35 | 63% |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | 1.541 | 2.375 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 270B | 0% |
| Annual Yield % from dividends | 1.90 | 1.19 | 160% |
| Returns for 1 year | 4.22 | 10.51 | 40% |
| Returns for 3 years | 15.83 | 33.67 | 47% |
| Returns for 5 years | 8.00 | 32.27 | 25% |
| Returns for 10 years | 25.40 | 86.26 | 29% |
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