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AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$15.21
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets106.71M
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
AADBX vs CLBFX Comparison Chart in %
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AADBX vs. CLBFX commentary
Jul 07, 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: 252B vs. AADBX (107M). CLBFX pays higher dividends than AADBX: CLBFX (1.99) vs AADBX (1.89). 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 : 8.02 vs. AADBX (3.03). CLBFX return over 5 years is better than : 44.49 vs. AADBX (16.96).
| 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 | 5.570 | 8.169 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 252B | 0% |
| Annual Yield % from dividends | 1.89 | 1.99 | 95% |
| Returns for 1 year | 3.03 | 8.02 | 38% |
| Returns for 3 years | 13.86 | 36.80 | 38% |
| Returns for 5 years | 16.96 | 44.49 | 38% |
| Returns for 10 years | 7.21 | 81.14 | 9% |
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