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ACETX vs CLBAX
ACETX vs CLBAX Comparison
Open Charts ACETX vs CLBAX
Invesco Equity and Income Y
Price$11.11
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
ACETX vs CLBAX Comparison Chart in %
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ACETX vs. CLBAX commentary
Sep 09, 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.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. ACETX (12.6B). ACETX pays higher dividends than CLBAX: ACETX (2.07) vs CLBAX (1.80). 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 : 11.72 vs. ACETX (5.38). CLBAX return over 5 years is better than : 42.50 vs. ACETX (25.10).
| ACETX | CLBAX | ACETX / CLBAX | |
| Total Expense Ratio | 0.52 | 0.58 | 90% |
| Annual Report Gross Expense Ratio | 0.53 | 0.58 | 91% |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 7.749 | 11.803 | 66% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 259B | 5% |
| Annual Yield % from dividends | 2.07 | 1.80 | 115% |
| Returns for 1 year | 5.38 | 11.72 | 46% |
| Returns for 3 years | 13.63 | 38.19 | 36% |
| Returns for 5 years | 25.10 | 42.50 | 59% |
| Returns for 10 years | 33.43 | 89.77 | 37% |
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