Interact to see
Advertisement
Advertisement
CLBCX vs ICMVX
CLBCX vs ICMVX Comparison
Open Charts CLBCX vs ICMVX
American Funds American Balanced 529C
Price$39.00
Change+$0.13 (+0.33%)
VolumeN/A
Net Assets265.83B
Intrepid Capital Institutional
Price$13.74
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets103.39M
CLBCX vs ICMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. ICMVX commentary
Oct 17, 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: 266B vs. ICMVX (103M). ICMVX pays higher dividends than CLBCX: ICMVX (2.37) vs CLBCX (1.06). 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 : 14.85 vs. CLBCX (8.52). ICMVX return over 5 years is better than : 62.20 vs. CLBCX (38.66).
| 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 | 13.999 | 11.426 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 103M | 258,252% |
| Annual Yield % from dividends | 1.06 | 2.37 | 44% |
| Returns for 1 year | 8.52 | 14.85 | 57% |
| Returns for 3 years | 51.07 | 50.97 | 100% |
| Returns for 5 years | 38.66 | 62.20 | 62% |
| Returns for 10 years | 74.33 | 67.73 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement