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CLBAX vs ICMVX
CLBAX vs ICMVX Comparison
Open Charts CLBAX vs ICMVX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
Intrepid Capital Institutional
Price$13.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets101.53M
CLBAX vs ICMVX Comparison Chart in %
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CLBAX vs. ICMVX commentary
Nov 20, 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 Hold and ICMVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. ICMVX (102M). ICMVX pays higher dividends than CLBAX: ICMVX (2.41) vs CLBAX (1.73). CLBAX was incepted earlier than ICMVX: CLBAX (24 years) vs ICMVX (16 years). ICMVX (1.68) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). CLBAX has a lower initial minimum investment than ICMVX: CLBAX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 9.83 vs. CLBAX (8.81). ICMVX return over 5 years is better than : 53.69 vs. CLBAX (39.86).
| CLBAX | ICMVX | CLBAX / ICMVX | |
| Total Expense Ratio | 0.58 | 1.16 | 50% |
| Annual Report Gross Expense Ratio | 0.58 | 1.68 | 35% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 13.743 | 9.655 | 142% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 102M | 258,824% |
| Annual Yield % from dividends | 1.73 | 2.41 | 72% |
| Returns for 1 year | 8.81 | 9.83 | 90% |
| Returns for 3 years | 41.33 | 40.95 | 101% |
| Returns for 5 years | 39.86 | 53.69 | 74% |
| Returns for 10 years | 82.79 | 63.12 | 131% |
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