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CLBAX vs IVIPX
CLBAX vs IVIPX Comparison
Open Charts CLBAX vs IVIPX
American Funds American Balanced 529A
Price$37.56
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
VY® Invesco Equity and Income S2
Price$32.49
Change+$0.10 (+0.31%)
VolumeN/A
Net Assets461.86M
CLBAX vs IVIPX Comparison Chart in %
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CLBAX vs. IVIPX commentary
Dec 27, 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 StrongBuy and IVIPX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. IVIPX (462M). IVIPX pays higher dividends than CLBAX: IVIPX (3.15) vs CLBAX (1.70). 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 : 9.19 vs. IVIPX (-20.57). CLBAX return over 5 years is better than : 36.41 vs. IVIPX (-20.22).
| 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 | 10.621 | -19.892 | -53% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 462M | 58,225% |
| Annual Yield % from dividends | 1.70 | 3.15 | 54% |
| Returns for 1 year | 9.19 | -20.57 | -45% |
| Returns for 3 years | 37.64 | -13.98 | -269% |
| Returns for 5 years | 36.41 | -20.22 | -180% |
| Returns for 10 years | 85.38 | -6.97 | -1,225% |
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