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ACEIX vs CLBAX
ACEIX vs CLBAX Comparison
Open Charts ACEIX vs CLBAX
Invesco Equity and Income A
Price$11.11
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets12.57B
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
ACEIX vs CLBAX Comparison Chart in %
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ACEIX vs. CLBAX commentary
Sep 08, 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: 259B vs. ACEIX (12.6B). ACEIX (1.84) and CLBAX (1.80) 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 : 9.95 vs. ACEIX (4.06). CLBAX return over 5 years is better than : 41.54 vs. ACEIX (23.01).
| 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 | 7.614 | 11.362 | 67% |
| Front Load | 6% | 4% | 157% |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 259B | 5% |
| Annual Yield % from dividends | 1.84 | 1.80 | 102% |
| Returns for 1 year | 4.06 | 9.95 | 41% |
| Returns for 3 years | 16.11 | 40.92 | 39% |
| Returns for 5 years | 23.01 | 41.54 | 55% |
| Returns for 10 years | 30.02 | 88.47 | 34% |
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