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AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$15.87
Change+$0.14 (+0.89%)
VolumeN/A
Net Assets109.49M
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
AADBX vs CLBFX Comparison Chart in %
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AADBX vs. CLBFX 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 CLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. AADBX (109M). AADBX (1.85) and CLBFX (1.83) have matching dividends . AADBX was incepted earlier than CLBFX: AADBX (38 years) vs CLBFX (23 years). AADBX (0.85) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. AADBX (38.00). CLBFX has a lower initial minimum investment than AADBX: CLBFX (250) vs AADBX (250000). CLBFX annual gain was more profitable for investors over the last year : 9.42 vs. AADBX (-2.10). CLBFX return over 5 years is better than : 42.06 vs. AADBX (4.67).
| AADBX | CLBFX | AADBX / CLBFX | |
| Total Expense Ratio | 0.85 | 0.67 | 127% |
| Annual Report Gross Expense Ratio | 0.85 | 0.67 | 127% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 9.697 | 16.745 | 58% |
| 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 | 1.83 | 101% |
| Returns for 1 year | -2.10 | 9.42 | -22% |
| Returns for 3 years | 11.89 | 41.56 | 29% |
| Returns for 5 years | 4.67 | 42.06 | 11% |
| Returns for 10 years | 14.40 | 90.52 | 16% |