Interact to see
Advertisement
Advertisement
AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$15.60
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets107.42M
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
AADBX vs CLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AADBX vs. CLBFX commentary
Oct 21, 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 Hold and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. AADBX (107M). CLBFX (1.89) and AADBX (1.81) 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 : 8.84 vs. AADBX (-0.91). CLBFX return over 5 years is better than : 45.11 vs. AADBX (14.12).
| 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 | 8.929 | 14.767 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 266B | 0% |
| Annual Yield % from dividends | 1.81 | 1.89 | 96% |
| Returns for 1 year | -0.91 | 8.84 | -10% |
| Returns for 3 years | 21.49 | 52.03 | 41% |
| Returns for 5 years | 14.12 | 45.11 | 31% |
| Returns for 10 years | 14.44 | 91.64 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement