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CLBAX vs IVIPX
CLBAX vs IVIPX Comparison
Open Charts CLBAX vs IVIPX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
VY® Invesco Equity and Income S2
Price$30.80
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets458.85M
CLBAX vs IVIPX Comparison Chart in %
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CLBAX vs. IVIPX commentary
Sep 07, 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: 258B vs. IVIPX (459M). IVIPX pays higher dividends than CLBAX: IVIPX (3.23) vs CLBAX (1.80). 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 : 9.95 vs. IVIPX (-22.24). CLBAX return over 5 years is better than : 41.54 vs. IVIPX (-14.45).
| 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 | 11.362 | -24.059 | -47% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 459M | 56,209% |
| Annual Yield % from dividends | 1.80 | 3.23 | 56% |
| Returns for 1 year | 9.95 | -22.24 | -45% |
| Returns for 3 years | 40.92 | -16.60 | -247% |
| Returns for 5 years | 41.54 | -14.45 | -288% |
| Returns for 10 years | 88.47 | -10.71 | -826% |
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