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CLBAX vs IUAIX
CLBAX vs IUAIX Comparison
Open Charts CLBAX vs IUAIX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
VY® Invesco Equity and Income I
Price$32.21
Change-$0.08 (-0.25%)
VolumeN/A
Net Assets456.73M
CLBAX vs IUAIX Comparison Chart in %
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CLBAX vs. IUAIX 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 IUAIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. IUAIX (457M). IUAIX pays higher dividends than CLBAX: IUAIX (3.07) vs CLBAX (1.82). 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 : 7.96 vs. IUAIX (-20.89). CLBAX return over 5 years is better than : 39.83 vs. IUAIX (-11.58).
| 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 | 9.747 | -23.379 | -42% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 457M | 56,018% |
| Annual Yield % from dividends | 1.82 | 3.07 | 59% |
| Returns for 1 year | 7.96 | -20.89 | -38% |
| Returns for 3 years | 30.56 | -19.48 | -157% |
| Returns for 5 years | 39.83 | -11.58 | -344% |
| Returns for 10 years | 78.78 | -9.58 | -822% |
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