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CLBCX vs ICMVX
CLBCX vs ICMVX Comparison
Open Charts CLBCX vs ICMVX
American Funds American Balanced 529C
Price$38.52
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
Intrepid Capital Institutional
Price$13.82
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets101.79M
CLBCX vs ICMVX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and ICMVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. ICMVX (102M). ICMVX pays higher dividends than CLBCX: ICMVX (2.51) vs CLBCX (1.11). CLBCX was incepted earlier than ICMVX: CLBCX (24 years) vs ICMVX (15 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 : 18.24 vs. CLBCX (9.48). ICMVX return over 5 years is better than : 66.50 vs. CLBCX (39.67).
| 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 | 15 years | - |
| Gain YTD | 12.509 | 10.754 | 116% |
| Front Load | N/A | 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 | 1.11 | 2.51 | 44% |
| Returns for 1 year | 9.48 | 18.24 | 52% |
| Returns for 3 years | 39.75 | 45.79 | 87% |
| Returns for 5 years | 39.67 | 66.50 | 60% |
| Returns for 10 years | 77.37 | 67.22 | 115% |
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