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CLBAX vs IVIPX
CLBAX vs IVIPX Comparison
Open Charts CLBAX vs IVIPX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
VY® Invesco Equity and Income S2
Price$30.53
Change-$0.08 (-0.26%)
VolumeN/A
Net Assets456.73M
CLBAX vs IVIPX Comparison Chart in %
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CLBAX vs. IVIPX 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 IVIPX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. IVIPX (457M). IVIPX pays higher dividends than CLBAX: IVIPX (2.95) vs CLBAX (1.82). CLBAX was incepted earlier than IVIPX: CLBAX (24 years) vs IVIPX (16 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 : 7.96 vs. IVIPX (-22.42). CLBAX return over 5 years is better than : 39.83 vs. IVIPX (-15.37).
| 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 | 16 years | - |
| Gain YTD | 9.747 | -24.725 | -39% |
| 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 | 2.95 | 62% |
| Returns for 1 year | 7.96 | -22.42 | -35% |
| Returns for 3 years | 30.56 | -21.95 | -139% |
| Returns for 5 years | 39.83 | -15.37 | -259% |
| Returns for 10 years | 78.78 | -15.53 | -507% |
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