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CLBAX vs ICMVX
CLBAX vs ICMVX Comparison
Open Charts CLBAX vs ICMVX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
Intrepid Capital Institutional
Price$12.20
Change+$0.62 (+5.35%)
VolumeN/A
Net Assets79.39M
CLBAX vs ICMVX Comparison Chart
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CLBAX vs. ICMVX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 220B vs. ICMVX (79.4M). ICMVX pays higher dividends than CLBAX: ICMVX (2.84) vs CLBAX (1.98). CLBAX was incepted earlier than ICMVX: CLBAX (23 years) vs ICMVX (15 years). ICMVX (1.68) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 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 : 1.09 vs. CLBAX (-3.59). ICMVX return over 5 years is better than : 58.92 vs. CLBAX (31.84).
| CLBAX | ICMVX | CLBAX / ICMVX | |
| Total Expense Ratio | 0.60 | 1.16 | 52% |
| Annual Report Gross Expense Ratio | 0.60 | 1.68 | 36% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | -6.950 | -7.820 | 89% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 79.4M | 277,078% |
| Annual Yield % from dividends | 1.98 | 2.84 | 70% |
| Returns for 1 year | -3.59 | 1.09 | -329% |
| Returns for 3 years | 6.11 | 11.16 | 55% |
| Returns for 5 years | 31.84 | 58.92 | 54% |
| Returns for 10 years | 51.06 | 28.78 | 177% |
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