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AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$15.61
Change-$0.10 (-0.64%)
VolumeN/A
Net Assets108.15M
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
AADBX vs CLBFX Comparison Chart in %
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AADBX vs. CLBFX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. AADBX (108M). AADBX (1.87) and CLBFX (1.86) 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 : 10.11 vs. AADBX (-0.64). CLBFX return over 5 years is better than : 44.32 vs. AADBX (8.89).
| 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 | 16.391 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 269B | 0% |
| Annual Yield % from dividends | 1.87 | 1.86 | 100% |
| Returns for 1 year | -0.64 | 10.11 | -6% |
| Returns for 3 years | 14.43 | 44.93 | 32% |
| Returns for 5 years | 8.89 | 44.32 | 20% |
| Returns for 10 years | 16.18 | 94.43 | 17% |
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