ACERX
Price
$10.81
Change
-$0.00 (-0.00%)
Updated
Sep 8 closing price
Net Assets
12.57B
CLBAX
Price
$38.07
Change
+$0.15 (+0.40%)
Updated
Sep 8 closing price
Net Assets
259.11B
Interact to see
Advertisement

ACERX vs CLBAX

Header iconACERX vs CLBAX Comparison
Open Charts ACERX vs CLBAXBanner chart's image
Invesco Equity and Income C
Price$10.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.57B
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
ACERX vs CLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
ACERX vs. CLBAX commentary
Sep 10, 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 StrongBuy and CLBAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B 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 : 11.72 vs. ACERX (4.22). CLBAX return over 5 years is better than : 42.50 vs. ACERX (18.70).
ACERXCLBAXACERX / CLBAX
Total Expense Ratio1.510.58260%
Annual Report Gross Expense Ratio1.520.58262%
Fund Existence32 years24 years-
Gain YTD6.98611.80359%
Front LoadN/A4%-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets12.6B259B5%
Annual Yield % from dividends1.141.8063%
Returns for 1 year4.2211.7236%
Returns for 3 years9.9238.1926%
Returns for 5 years18.7042.5044%
Returns for 10 years21.7789.7724%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
OUST28.300.83
+3.02%
Ouster Inc
WVVIP3.260.04
+1.22%
Willamette Valley Vineyards
GIL55.770.27
+0.49%
Gildan Activewear
GFR4.98-0.11
-2.16%
Greenfire Resources Ltd
PDSB1.17-0.03
-2.50%
PDS Biotechnology Corp