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CLBAX vs ICMVX
CLBAX vs ICMVX Comparison
Open Charts CLBAX vs ICMVX
American Funds American Balanced 529A
Price$35.32
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Intrepid Capital Institutional
Price$13.08
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets85.87M
CLBAX vs ICMVX Comparison Chart
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CLBAX vs. ICMVX commentary
Jan 31, 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 ICMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. ICMVX (85.9M). ICMVX pays higher dividends than CLBAX: ICMVX (4.00) vs CLBAX (2.23). CLBAX was incepted earlier than ICMVX: CLBAX (23 years) vs ICMVX (15 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. ICMVX (57.00). 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 : 16.41 vs. CLBAX (12.06). ICMVX return over 5 years is better than : 48.84 vs. CLBAX (35.53).
| CLBAX | ICMVX | CLBAX / ICMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 3.094 | 1.805 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 85.9M | 280,559% |
| Annual Yield % from dividends | 2.23 | 4.00 | 56% |
| Returns for 1 year | 12.06 | 16.41 | 74% |
| Returns for 3 years | 16.18 | 22.04 | 73% |
| Returns for 5 years | 35.53 | 48.84 | 73% |
| Returns for 10 years | 70.80 | 47.32 | 150% |
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