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AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$15.55
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets109.69M
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
AADBX vs CLBFX Comparison Chart in %
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AADBX vs. CLBFX commentary
Sep 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 StrongBuy and CLBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 258B vs. AADBX (110M). CLBFX pays higher dividends than AADBX: CLBFX (1.94) vs AADBX (1.84). 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 (1.17). CLBFX return over 5 years is better than : 42.70 vs. AADBX (13.93).
| 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 | 7.930 | 11.495 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 258B | 0% |
| Annual Yield % from dividends | 1.84 | 1.94 | 94% |
| Returns for 1 year | 1.17 | 10.11 | 12% |
| Returns for 3 years | 15.91 | 41.65 | 38% |
| Returns for 5 years | 13.93 | 42.70 | 33% |
| Returns for 10 years | 14.43 | 92.18 | 16% |
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