Interact to see
Advertisement
Advertisement
CLBAX vs IUASX
CLBAX vs IUASX Comparison
Open Charts CLBAX vs IUASX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
VY® Invesco Equity and Income S
Price$31.88
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets457.82M
CLBAX vs IUASX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. IUASX 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 IUASX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. IUASX (458M). IUASX pays higher dividends than CLBAX: IUASX (3.27) vs CLBAX (1.80). 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 : 9.95 vs. IUASX (-21.33). CLBAX return over 5 years is better than : 41.54 vs. IUASX (-12.47).
| 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 | 11.362 | -23.214 | -49% |
| 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 | 3.27 | 55% |
| Returns for 1 year | 9.95 | -21.33 | -47% |
| Returns for 3 years | 40.92 | -15.16 | -270% |
| Returns for 5 years | 41.54 | -12.47 | -333% |
| Returns for 10 years | 88.47 | -7.75 | -1,142% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| QYLG | 28.57 | 0.09 | +0.32% |
| Global X Nasdaq 100® Covered Call&Gr ETF | |||
| JIII | 51.21 | 0.16 | +0.31% |
| Janus Henderson Income ETF | |||
| FDHY | 49.27 | 0.10 | +0.20% |
| Fidelity Enhanced High Yield ETF | |||
| UCC | 51.92 | -0.08 | -0.16% |
| ProShares Ultra Consumer Discretionary | |||
| IWX | 86.73 | -0.41 | -0.47% |
| iShares Russell Top 200 Value ETF | |||