CLBAX
Price
$37.37
Change
-$0.09 (-0.24%)
Updated
Aug 15 closing price
Net Assets
256.26B
IUAAX
Price
$30.85
Change
-$0.07 (-0.23%)
Updated
Aug 15 closing price
Net Assets
456.73M
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CLBAX vs IUAAX

Header iconCLBAX vs IUAAX Comparison
Open Charts CLBAX vs IUAAXBanner chart's image
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
VY® Invesco Equity and Income A
Price$30.85
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets456.73M
CLBAX vs IUAAX Comparison Chart in %
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CLBAX vs. IUAAX commentary
Aug 17, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. IUAAX (457M). IUAAX pays higher dividends than CLBAX: IUAAX (2.73) vs CLBAX (1.82). 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 : 7.96 vs. IUAAX (-22.22). CLBAX return over 5 years is better than : 39.83 vs. IUAAX (-15.45).
CLBAXIUAAXCLBAX / IUAAX
Total Expense Ratio0.581.1451%
Annual Report Gross Expense Ratio0.581.2447%
Fund Existence24 years24 years-
Gain YTD9.747-24.531-40%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets256B457M56,018%
Annual Yield % from dividends1.822.7367%
Returns for 1 year7.96-22.22-36%
Returns for 3 years30.56-21.90-140%
Returns for 5 years39.83-15.45-258%
Returns for 10 years78.78-16.04-491%
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