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CLBAX vs IUASX
CLBAX vs IUASX Comparison
Open Charts CLBAX vs IUASX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
VY® Invesco Equity and Income S
Price$31.59
Change-$0.08 (-0.25%)
VolumeN/A
Net Assets456.73M
CLBAX vs IUASX Comparison Chart in %
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CLBAX vs. IUASX commentary
Aug 18, 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 IUASX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. IUASX (457M). IUASX pays higher dividends than CLBAX: IUASX (3.00) vs CLBAX (1.82). CLBAX was incepted earlier than IUASX: CLBAX (24 years) vs IUASX (24 years). IUASX (0.99) is less costly to investors than CLBAX (0.58). IUASX is a more actively managed with annual turnover of: 125.00 vs. CLBAX (44.00). IUASX has a lower initial minimum investment than CLBAX: IUASX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 7.96 vs. IUASX (-21.52). CLBAX return over 5 years is better than : 39.83 vs. IUASX (-13.44).
| CLBAX | IUASX | CLBAX / IUASX | |
| Total Expense Ratio | 0.58 | 0.89 | 65% |
| Annual Report Gross Expense Ratio | 0.58 | 0.99 | 59% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 9.747 | -23.912 | -41% |
| 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 | 3.00 | 61% |
| Returns for 1 year | 7.96 | -21.52 | -37% |
| Returns for 3 years | 30.56 | -20.64 | -148% |
| Returns for 5 years | 39.83 | -13.44 | -296% |
| Returns for 10 years | 78.78 | -12.74 | -618% |
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