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ACESX vs CLBAX
ACESX vs CLBAX Comparison
Open Charts ACESX vs CLBAX
Invesco Equity and Income R
Price$11.10
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets12.51B
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
ACESX vs CLBAX Comparison Chart in %
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ACESX 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 ACESX is a StrongBuy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. ACESX (12.5B). CLBAX pays higher dividends than ACESX: CLBAX (1.82) vs ACESX (1.63). ACESX was incepted earlier than CLBAX: ACESX (23 years) vs CLBAX (24 years). ACESX (1.03) is less costly to investors than CLBAX (0.58). ACESX is a more actively managed with annual turnover of: 139.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than ACESX: CLBAX (250) vs ACESX (1000). CLBAX annual gain was more profitable for investors over the last year : 7.96 vs. ACESX (3.51). CLBAX return over 5 years is better than : 39.83 vs. ACESX (20.48).
| ACESX | CLBAX | ACESX / CLBAX | |
| Total Expense Ratio | 1.02 | 0.58 | 176% |
| Annual Report Gross Expense Ratio | 1.03 | 0.58 | 178% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 6.362 | 9.747 | 65% |
| 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 | 1.63 | 1.82 | 89% |
| Returns for 1 year | 3.51 | 7.96 | 44% |
| Returns for 3 years | 8.02 | 30.56 | 26% |
| Returns for 5 years | 20.48 | 39.83 | 51% |
| Returns for 10 years | 20.92 | 78.78 | 27% |
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