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CLBAX vs IVIPX
CLBAX vs IVIPX Comparison
Open Charts CLBAX vs IVIPX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.37B
VY® Invesco Equity and Income S2
Price$31.11
Change+$0.09 (+0.29%)
VolumeN/A
Net Assets456.08M
CLBAX vs IVIPX Comparison Chart in %
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CLBAX vs. IVIPX commentary
Oct 19, 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 IVIPX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 265B vs. IVIPX (456M). IVIPX pays higher dividends than CLBAX: IVIPX (3.21) vs CLBAX (1.76). CLBAX was incepted earlier than IVIPX: CLBAX (24 years) vs IVIPX (17 years). IVIPX (1.14) is less costly to investors than CLBAX (0.58). IVIPX is a more actively managed with annual turnover of: 125.00 vs. CLBAX (44.00). IVIPX has a lower initial minimum investment than CLBAX: IVIPX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 8.72 vs. IVIPX (-24.01). CLBAX return over 5 years is better than : 43.96 vs. IVIPX (-15.12).
| CLBAX | IVIPX | CLBAX / IVIPX | |
| Total Expense Ratio | 0.58 | 1.02 | 57% |
| Annual Report Gross Expense Ratio | 0.58 | 1.14 | 51% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 14.656 | -23.295 | -63% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 456M | 58,114% |
| Annual Yield % from dividends | 1.76 | 3.21 | 55% |
| Returns for 1 year | 8.72 | -24.01 | -36% |
| Returns for 3 years | 51.33 | -13.70 | -375% |
| Returns for 5 years | 43.96 | -15.12 | -291% |
| Returns for 10 years | 88.01 | -10.79 | -815% |
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