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CLBCX vs ICMVX
CLBCX vs ICMVX Comparison
Open Charts CLBCX vs ICMVX
American Funds American Balanced 529C
Price$38.64
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Intrepid Capital Institutional
Price$13.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets101.53M
CLBCX vs ICMVX Comparison Chart in %
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CLBCX vs. ICMVX commentary
Nov 20, 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 CLBCX is a Hold and ICMVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 264B vs. ICMVX (102M). ICMVX pays higher dividends than CLBCX: ICMVX (2.41) vs CLBCX (1.04). CLBCX was incepted earlier than ICMVX: CLBCX (24 years) vs ICMVX (16 years). ICMVX (1.68) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). CLBCX has a lower initial minimum investment than ICMVX: CLBCX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 9.83 vs. CLBCX (7.99). ICMVX return over 5 years is better than : 53.69 vs. CLBCX (34.64).
| CLBCX | ICMVX | CLBCX / ICMVX | |
| Total Expense Ratio | 1.35 | 1.16 | 116% |
| Annual Report Gross Expense Ratio | 1.35 | 1.68 | 80% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 12.947 | 9.655 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 102M | 258,824% |
| Annual Yield % from dividends | 1.04 | 2.41 | 43% |
| Returns for 1 year | 7.99 | 9.83 | 81% |
| Returns for 3 years | 38.12 | 40.95 | 93% |
| Returns for 5 years | 34.64 | 53.69 | 65% |
| Returns for 10 years | 69.55 | 63.12 | 110% |