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AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$15.16
Change-$0.44 (-2.82%)
VolumeN/A
Net Assets108.47M
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
AADBX vs CLBFX Comparison Chart in %
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AADBX vs. CLBFX commentary
Feb 05, 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 CLBFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. AADBX (108M). CLBFX pays higher dividends than AADBX: CLBFX (2.03) vs AADBX (1.90). AADBX was incepted earlier than CLBFX: AADBX (39 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 (31.00). 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 : 11.50 vs. AADBX (4.22). CLBFX return over 5 years is better than : 38.44 vs. AADBX (8.00).
| AADBX | CLBFX | AADBX / CLBFX | |
| Total Expense Ratio | 0.85 | 0.67 | 127% |
| Annual Report Gross Expense Ratio | 0.85 | 0.67 | 127% |
| Fund Existence | 39 years | 23 years | - |
| Gain YTD | 1.541 | 2.464 | 63% |
| 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 | 2.03 | 93% |
| Returns for 1 year | 4.22 | 11.50 | 37% |
| Returns for 3 years | 15.83 | 37.33 | 42% |
| Returns for 5 years | 8.00 | 38.44 | 21% |
| Returns for 10 years | 25.40 | 104.71 | 24% |
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