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CLBAX vs IUAIX
CLBAX vs IUAIX Comparison
Open Charts CLBAX vs IUAIX
American Funds American Balanced 529A
Price$38.32
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
VY® Invesco Equity and Income I
Price$32.64
Change-$0.17 (-0.52%)
VolumeN/A
Net Assets459.31M
CLBAX vs IUAIX Comparison Chart in %
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CLBAX vs. IUAIX commentary
Sep 27, 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 Hold and IUAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. IUAIX (459M). IUAIX pays higher dividends than CLBAX: IUAIX (3.35) vs CLBAX (1.80). CLBAX was incepted earlier than IUAIX: CLBAX (24 years) vs IUAIX (24 years). IUAIX (0.74) is less costly to investors than CLBAX (0.58). IUAIX is a more actively managed with annual turnover of: 125.00 vs. CLBAX (44.00). IUAIX has a lower initial minimum investment than CLBAX: IUAIX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 7.84 vs. IUAIX (-21.40). CLBAX return over 5 years is better than : 45.55 vs. IUAIX (-7.45).
| CLBAX | IUAIX | CLBAX / IUAIX | |
| Total Expense Ratio | 0.58 | 0.64 | 91% |
| Annual Report Gross Expense Ratio | 0.58 | 0.74 | 78% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 12.537 | -22.356 | -56% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 459M | 57,298% |
| Annual Yield % from dividends | 1.80 | 3.35 | 54% |
| Returns for 1 year | 7.84 | -21.40 | -37% |
| Returns for 3 years | 50.80 | -8.76 | -580% |
| Returns for 5 years | 45.55 | -7.45 | -611% |
| Returns for 10 years | 95.19 | -0.23 | -41,283% |
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