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CLBAX vs IVIPX
CLBAX vs IVIPX Comparison
Open Charts CLBAX vs IVIPX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
VY® Invesco Equity and Income S2
Price$31.41
Change-$0.32 (-1.01%)
VolumeN/A
Net Assets454.41M
CLBAX vs IVIPX Comparison Chart in %
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CLBAX vs. IVIPX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. IVIPX (454M). IVIPX pays higher dividends than CLBAX: IVIPX (3.20) vs CLBAX (1.73). 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 : 9.96 vs. IVIPX (-24.23). CLBAX return over 5 years is better than : 43.13 vs. IVIPX (-18.32).
| 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 | 16.246 | -21.766 | -75% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 454M | 59,251% |
| Annual Yield % from dividends | 1.73 | 3.20 | 54% |
| Returns for 1 year | 9.96 | -24.23 | -41% |
| Returns for 3 years | 44.29 | -17.54 | -252% |
| Returns for 5 years | 43.13 | -18.32 | -235% |
| Returns for 10 years | 90.70 | -8.99 | -1,008% |
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