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CLBAX vs IVIPX
CLBAX vs IVIPX Comparison
Open Charts CLBAX vs IVIPX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
VY® Invesco Equity and Income S2
Price$31.04
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets448.6M
CLBAX vs IVIPX Comparison Chart in %
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CLBAX vs. IVIPX commentary
Nov 20, 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 CLBAX is a Hold and IVIPX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. IVIPX (449M). IVIPX pays higher dividends than CLBAX: IVIPX (3.20) vs CLBAX (1.73). CLBAX was incepted earlier than IVIPX: CLBAX (24 years) vs IVIPX (17 years). IVIPX (1.14) is less costly to investors than CLBAX (0.58). IVIPX is a more actively managed with annual turnover of: 125.00 vs. CLBAX (44.00). IVIPX has a lower initial minimum investment than CLBAX: IVIPX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.00 vs. IVIPX (-25.30). CLBAX return over 5 years is better than : 40.59 vs. IVIPX (-20.66).
| CLBAX | IVIPX | CLBAX / IVIPX | |
| Total Expense Ratio | 0.58 | 1.02 | 57% |
| Annual Report Gross Expense Ratio | 0.58 | 1.14 | 51% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 14.067 | -23.418 | -60% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 449M | 58,575% |
| Annual Yield % from dividends | 1.73 | 3.20 | 54% |
| Returns for 1 year | 9.00 | -25.30 | -36% |
| Returns for 3 years | 41.73 | -18.97 | -220% |
| Returns for 5 years | 40.59 | -20.66 | -196% |
| Returns for 10 years | 83.31 | -12.48 | -668% |
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