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AADBX vs CLBFX
AADBX vs CLBFX Comparison
Open Charts AADBX vs CLBFX
American Beacon Balanced R5
Price$15.26
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets106.83M
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
AADBX vs CLBFX Comparison Chart in %
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AADBX vs. CLBFX commentary
Jul 27, 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: 254B 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 : 10.40 vs. AADBX (2.08). CLBFX return over 5 years is better than : 42.59 vs. AADBX (14.19).
| 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 | 5.917 | 9.111 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 254B | 0% |
| Annual Yield % from dividends | 1.89 | 1.99 | 95% |
| Returns for 1 year | 2.08 | 10.40 | 20% |
| Returns for 3 years | 12.16 | 36.42 | 33% |
| Returns for 5 years | 14.19 | 42.59 | 33% |
| Returns for 10 years | 7.74 | 81.10 | 10% |