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CLBAX vs ICMVX
CLBAX vs ICMVX Comparison
Open Charts CLBAX vs ICMVX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Intrepid Capital Institutional
Price$13.49
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets100.98M
CLBAX vs ICMVX Comparison Chart in %
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CLBAX vs. ICMVX commentary
Aug 17, 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: 256B vs. ICMVX (101M). ICMVX pays higher dividends than CLBAX: ICMVX (2.58) vs CLBAX (1.82). CLBAX was incepted earlier than ICMVX: CLBAX (24 years) vs ICMVX (15 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 : 15.99 vs. CLBAX (7.96). ICMVX return over 5 years is better than : 59.68 vs. CLBAX (39.83).
| 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 | 15 years | - |
| Gain YTD | 9.747 | 8.109 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 101M | 253,465% |
| Annual Yield % from dividends | 1.82 | 2.58 | 71% |
| Returns for 1 year | 7.96 | 15.99 | 50% |
| Returns for 3 years | 30.56 | 34.76 | 88% |
| Returns for 5 years | 39.83 | 59.68 | 67% |
| Returns for 10 years | 78.78 | 57.43 | 137% |
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