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ACERX vs CLBAX
ACERX vs CLBAX Comparison
Open Charts ACERX vs CLBAX
Invesco Equity and Income C
Price$10.72
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets12.51B
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ACERX vs CLBAX Comparison Chart in %
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ACERX 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 ACERX is a StrongBuy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. ACERX (12.5B). CLBAX pays higher dividends than ACERX: CLBAX (1.82) vs ACERX (1.16). 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 : 7.96 vs. ACERX (2.86). CLBAX return over 5 years is better than : 39.83 vs. ACERX (16.74).
| 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 | 6.095 | 9.747 | 63% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 256B | 5% |
| Annual Yield % from dividends | 1.16 | 1.82 | 63% |
| Returns for 1 year | 2.86 | 7.96 | 36% |
| Returns for 3 years | 5.89 | 30.56 | 19% |
| Returns for 5 years | 16.74 | 39.83 | 42% |
| Returns for 10 years | 14.64 | 78.78 | 19% |
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