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ACERX vs CLBAX
ACERX vs CLBAX Comparison
Open Charts ACERX vs CLBAX
Invesco Equity and Income C
Price$10.89
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets12.62B
American Funds American Balanced 529A
Price$38.48
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets262.75B
ACERX vs CLBAX Comparison Chart in %
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ACERX vs. CLBAX commentary
Sep 30, 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 ACERX is a Buy and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. ACERX (12.6B). CLBAX pays higher dividends than ACERX: CLBAX (1.80) vs ACERX (1.14). ACERX was incepted earlier than CLBAX: ACERX (32 years) vs CLBAX (24 years). ACERX (1.52) is less costly to investors than CLBAX (0.58). ACERX is a more actively managed with annual turnover of: 139.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than ACERX: CLBAX (250) vs ACERX (1000). CLBAX annual gain was more profitable for investors over the last year : 8.02 vs. ACERX (1.79). CLBAX return over 5 years is better than : 44.84 vs. ACERX (21.84).
| ACERX | CLBAX | ACERX / CLBAX | |
| Total Expense Ratio | 1.51 | 0.58 | 260% |
| Annual Report Gross Expense Ratio | 1.52 | 0.58 | 262% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 8.050 | 13.007 | 62% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 263B | 5% |
| Annual Yield % from dividends | 1.14 | 1.80 | 63% |
| Returns for 1 year | 1.79 | 8.02 | 22% |
| Returns for 3 years | 21.30 | 52.34 | 41% |
| Returns for 5 years | 21.84 | 44.84 | 49% |
| Returns for 10 years | 24.68 | 90.90 | 27% |
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