ACETX
Price
$11.02
Change
-$0.00 (-0.00%)
Updated
Aug 19 closing price
Net Assets
12.52B
CLBAX
Price
$37.22
Change
-$0.14 (-0.37%)
Updated
Aug 19 closing price
Net Assets
255.61B
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ACETX vs CLBAX

Header iconACETX vs CLBAX Comparison
Open Charts ACETX vs CLBAXBanner chart's image
Invesco Equity and Income Y
Price$11.02
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.52B
American Funds American Balanced 529A
Price$37.22
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.61B
ACETX vs CLBAX Comparison Chart in %
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ACETX vs. CLBAX commentary
Aug 20, 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 ACETX is a StrongBuy and CLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. ACETX (12.5B). ACETX pays higher dividends than CLBAX: ACETX (2.10) vs CLBAX (1.82). ACETX was incepted earlier than CLBAX: ACETX (21 years) vs CLBAX (24 years). CLBAX (0.58) is less costly to investors than ACETX (0.53). ACETX is a more actively managed with annual turnover of: 139.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than ACETX: CLBAX (250) vs ACETX (1000). CLBAX annual gain was more profitable for investors over the last year : 7.81 vs. ACETX (3.76). CLBAX return over 5 years is better than : 39.89 vs. ACETX (24.35).
ACETXCLBAXACETX / CLBAX
Total Expense Ratio0.520.5890%
Annual Report Gross Expense Ratio0.530.5891%
Fund Existence21 years24 years-
Gain YTD6.8769.71771%
Front LoadN/A4%-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets12.5B256B5%
Annual Yield % from dividends2.101.82115%
Returns for 1 year3.767.8148%
Returns for 3 years10.7032.0933%
Returns for 5 years24.3539.8961%
Returns for 10 years31.1785.3837%
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