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CLBAX vs ICMVX
CLBAX vs ICMVX Comparison
Open Charts CLBAX vs ICMVX
American Funds American Balanced 529A
Price$35.00
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
Intrepid Capital Institutional
Price$12.96
Change-$0.07 (-0.54%)
VolumeN/A
CapitalizationN/A
CLBAX vs ICMVX Comparison Chart
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CLBAX vs. ICMVX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 230B vs. ICMVX (87M). 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 : 18.86 vs. CLBAX (12.51). ICMVX return over 5 years is better than : 45.59 vs. CLBAX (34.39).
| 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 | 11.523 | 17.646 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 87M | 264,368% |
| Annual Yield % from dividends | 2.23 | 4.00 | 56% |
| Returns for 1 year | 12.51 | 18.86 | 66% |
| Returns for 3 years | 13.21 | 19.96 | 66% |
| Returns for 5 years | 34.39 | 45.59 | 75% |
| Returns for 10 years | 58.66 | 33.09 | 177% |