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AADBX vs RLBFX
AADBX vs RLBFX Comparison
Open Charts AADBX vs RLBFX
American Beacon Balanced R5
Price$14.78
Change-$0.13 (-0.87%)
VolumeN/A
Net Assets104M
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
AADBX vs RLBFX Comparison Chart
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AADBX vs. RLBFX commentary
Jun 16, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 244B vs. AADBX (104M). RLBFX pays higher dividends than AADBX: RLBFX (2.18) vs AADBX (1.95). AADBX was incepted earlier than RLBFX: AADBX (38 years) vs RLBFX (23 years). AADBX (0.85) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. AADBX (38.00). RLBFX has a lower initial minimum investment than AADBX: RLBFX (250) vs AADBX (250000). RLBFX annual gain was more profitable for investors over the last year : 5.61 vs. AADBX (-0.34). RLBFX return over 5 years is better than : 40.09 vs. AADBX (12.71).
| AADBX | RLBFX | AADBX / RLBFX | |
| Total Expense Ratio | 0.85 | 0.29 | 293% |
| Annual Report Gross Expense Ratio | 0.85 | 0.29 | 293% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 2.049 | 4.560 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 244B | 0% |
| Annual Yield % from dividends | 1.95 | 2.18 | 90% |
| Returns for 1 year | -0.34 | 5.61 | -6% |
| Returns for 3 years | 10.87 | 33.66 | 32% |
| Returns for 5 years | 12.71 | 40.09 | 32% |
| Returns for 10 years | 1.63 | 60.51 | 3% |
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