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CLBAX vs ICMVX
CLBAX vs ICMVX Comparison
Open Charts CLBAX vs ICMVX
American Funds American Balanced 529A
Price$38.95
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets265.83B
Intrepid Capital Institutional
Price$13.74
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets103.39M
CLBAX vs ICMVX Comparison Chart in %
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CLBAX vs. ICMVX commentary
Oct 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 Hold and ICMVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. ICMVX (103M). ICMVX pays higher dividends than CLBAX: ICMVX (2.37) vs CLBAX (1.76). 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 : 14.85 vs. CLBAX (9.35). ICMVX return over 5 years is better than : 62.20 vs. CLBAX (44.03).
| 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 | 14.715 | 11.426 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 103M | 258,252% |
| Annual Yield % from dividends | 1.76 | 2.37 | 74% |
| Returns for 1 year | 9.35 | 14.85 | 63% |
| Returns for 3 years | 54.58 | 50.97 | 107% |
| Returns for 5 years | 44.03 | 62.20 | 71% |
| Returns for 10 years | 87.95 | 67.73 | 130% |
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