Interact to see
Advertisement
Advertisement
CLBAX vs IVIPX
CLBAX vs IVIPX Comparison
Open Charts CLBAX vs IVIPX
American Funds American Balanced 529A
Price$37.52
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets256.45B
VY® Invesco Equity and Income S2
Price$30.87
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets460.15M
CLBAX vs IVIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. IVIPX commentary
Sep 02, 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 Buy and IVIPX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. IVIPX (460M). IVIPX pays higher dividends than CLBAX: IVIPX (3.23) vs CLBAX (1.80). 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 : 7.69 vs. IVIPX (-22.72). CLBAX return over 5 years is better than : 38.63 vs. IVIPX (-14.88).
| 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 | 10.187 | -23.886 | -43% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 460M | 55,652% |
| Annual Yield % from dividends | 1.80 | 3.23 | 56% |
| Returns for 1 year | 7.69 | -22.72 | -34% |
| Returns for 3 years | 37.23 | -17.70 | -210% |
| Returns for 5 years | 38.63 | -14.88 | -260% |
| Returns for 10 years | 89.74 | -8.80 | -1,020% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement