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CLBCX vs ICMVX
CLBCX vs ICMVX Comparison
Open Charts CLBCX vs ICMVX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Intrepid Capital Institutional
Price$12.89
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets85.75M
CLBCX vs ICMVX Comparison Chart
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CLBCX vs. ICMVX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. ICMVX (85.8M). ICMVX pays higher dividends than CLBCX: ICMVX (4.00) vs CLBCX (1.52). CLBCX was incepted earlier than ICMVX: CLBCX (23 years) vs ICMVX (15 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. ICMVX (57.00). 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 : 17.01 vs. CLBCX (11.42). ICMVX return over 5 years is better than : 42.64 vs. CLBCX (26.62).
| CLBCX | ICMVX | CLBCX / 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 | 1.894 | 1.177 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 85.8M | 279,720% |
| Annual Yield % from dividends | 1.52 | 4.00 | 38% |
| Returns for 1 year | 11.42 | 17.01 | 67% |
| Returns for 3 years | 11.24 | 19.64 | 57% |
| Returns for 5 years | 26.62 | 42.64 | 62% |
| Returns for 10 years | 56.78 | 46.93 | 121% |
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