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CLBAX vs ICMVX
CLBAX vs ICMVX Comparison
Open Charts CLBAX vs ICMVX
American Funds American Balanced 529A
Price$38.52
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
Intrepid Capital Institutional
Price$13.82
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets101.79M
CLBAX vs ICMVX Comparison Chart in %
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CLBAX vs. ICMVX commentary
Sep 15, 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: 262B vs. ICMVX (102M). ICMVX pays higher dividends than CLBAX: ICMVX (2.51) vs CLBAX (1.80). 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 : 18.24 vs. CLBAX (10.31). ICMVX return over 5 years is better than : 66.50 vs. CLBAX (45.03).
| 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 | 13.124 | 10.754 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 102M | 256,863% |
| Annual Yield % from dividends | 1.80 | 2.51 | 71% |
| Returns for 1 year | 10.31 | 18.24 | 57% |
| Returns for 3 years | 42.98 | 45.79 | 94% |
| Returns for 5 years | 45.03 | 66.50 | 68% |
| Returns for 10 years | 91.21 | 67.22 | 136% |
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