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ACEIX vs CLBAX
ACEIX vs CLBAX Comparison
Open Charts ACEIX vs CLBAX
Invesco Equity and Income A
Price$11.01
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets12.51B
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ACEIX vs CLBAX Comparison Chart in %
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ACEIX vs. CLBAX commentary
Aug 18, 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 ACEIX is a StrongBuy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. ACEIX (12.5B). ACEIX (1.87) and CLBAX (1.82) have matching dividends . ACEIX was incepted earlier than CLBAX: ACEIX (65 years) vs CLBAX (24 years). ACEIX (0.78) is less costly to investors than CLBAX (0.58). ACEIX is a more actively managed with annual turnover of: 139.00 vs. CLBAX (44.00). ACEIX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than ACEIX: CLBAX (250) vs ACEIX (1000). CLBAX annual gain was more profitable for investors over the last year : 7.96 vs. ACEIX (3.79). CLBAX return over 5 years is better than : 39.83 vs. ACEIX (21.65).
| ACEIX | CLBAX | ACEIX / CLBAX | |
| Total Expense Ratio | 0.77 | 0.58 | 133% |
| Annual Report Gross Expense Ratio | 0.78 | 0.58 | 134% |
| Fund Existence | 65 years | 24 years | - |
| Gain YTD | 6.646 | 9.747 | 68% |
| Front Load | 6% | 4% | 157% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 256B | 5% |
| Annual Yield % from dividends | 1.87 | 1.82 | 102% |
| Returns for 1 year | 3.79 | 7.96 | 48% |
| Returns for 3 years | 8.76 | 30.56 | 29% |
| Returns for 5 years | 21.65 | 39.83 | 54% |
| Returns for 10 years | 23.06 | 78.78 | 29% |
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