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CLBAX vs IVIPX
CLBAX vs IVIPX Comparison
Open Charts CLBAX vs IVIPX
American Funds American Balanced 529A
Price$38.27
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
VY® Invesco Equity and Income S2
Price$32.92
Change+$0.16 (+0.49%)
VolumeN/A
Net Assets465.15M
CLBAX vs IVIPX Comparison Chart in %
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CLBAX vs. IVIPX commentary
Feb 05, 2026
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 Hold and IVIPX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. IVIPX (465M). CLBAX pays higher dividends than IVIPX: CLBAX (1.89) vs IVIPX (1.19). 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 : 10.70 vs. IVIPX (-20.50). CLBAX return over 5 years is better than : 37.08 vs. IVIPX (-21.63).
| 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 | 2.326 | 3.522 | 66% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 465M | 58,065% |
| Annual Yield % from dividends | 1.89 | 1.19 | 159% |
| Returns for 1 year | 10.70 | -20.50 | -52% |
| Returns for 3 years | 36.57 | -15.85 | -231% |
| Returns for 5 years | 37.08 | -21.63 | -171% |
| Returns for 10 years | 100.59 | 3.40 | 2,959% |
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