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CLBAX vs IUAAX
CLBAX vs IUAAX Comparison
Open Charts CLBAX vs IUAAX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
VY® Invesco Equity and Income A
Price$31.12
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets457.82M
CLBAX vs IUAAX Comparison Chart in %
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CLBAX vs. IUAAX commentary
Sep 08, 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 CLBAX is a Buy and IUAAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. IUAAX (458M). IUAAX pays higher dividends than CLBAX: IUAAX (2.99) vs CLBAX (1.80). CLBAX was incepted earlier than IUAAX: CLBAX (24 years) vs IUAAX (24 years). IUAAX (1.24) is less costly to investors than CLBAX (0.58). IUAAX is a more actively managed with annual turnover of: 125.00 vs. CLBAX (44.00). IUAAX has a lower initial minimum investment than CLBAX: IUAAX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.95 vs. IUAAX (-22.06). CLBAX return over 5 years is better than : 41.54 vs. IUAAX (-14.54).
| CLBAX | IUAAX | CLBAX / IUAAX | |
| Total Expense Ratio | 0.58 | 1.14 | 51% |
| Annual Report Gross Expense Ratio | 0.58 | 1.24 | 47% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 11.362 | -23.871 | -48% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 458M | 56,550% |
| Annual Yield % from dividends | 1.80 | 2.99 | 60% |
| Returns for 1 year | 9.95 | -22.06 | -45% |
| Returns for 3 years | 40.92 | -16.53 | -248% |
| Returns for 5 years | 41.54 | -14.54 | -286% |
| Returns for 10 years | 88.47 | -11.25 | -786% |
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