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ACEKX vs CLBAX
ACEKX vs CLBAX Comparison
Open Charts ACEKX vs CLBAX
Invesco Equity and Income R5
Price$11.15
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets12.52B
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
ACEKX vs CLBAX Comparison Chart in %
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ACEKX vs. CLBAX commentary
Sep 29, 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 ACEKX is a Buy and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. ACEKX (12.5B). ACEKX pays higher dividends than CLBAX: ACEKX (2.10) vs CLBAX (1.80). ACEKX was incepted earlier than CLBAX: ACEKX (15 years) vs CLBAX (24 years). CLBAX (0.58) is less costly to investors than ACEKX (0.49). ACEKX is a more actively managed with annual turnover of: 139.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than ACEKX: CLBAX (250) vs ACEKX (1000000). CLBAX annual gain was more profitable for investors over the last year : 7.82 vs. ACEKX (3.11). CLBAX return over 5 years is better than : 45.97 vs. ACEKX (30.11).
| ACEKX | CLBAX | ACEKX / CLBAX | |
| Total Expense Ratio | 0.48 | 0.58 | 83% |
| Annual Report Gross Expense Ratio | 0.49 | 0.58 | 84% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 8.710 | 12.860 | 68% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 263B | 5% |
| Annual Yield % from dividends | 2.10 | 1.80 | 117% |
| Returns for 1 year | 3.11 | 7.82 | 40% |
| Returns for 3 years | 25.18 | 51.69 | 49% |
| Returns for 5 years | 30.11 | 45.97 | 65% |
| Returns for 10 years | 40.19 | 95.16 | 42% |
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