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CLBCX vs ICMVX
CLBCX vs ICMVX Comparison
Open Charts CLBCX vs ICMVX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Intrepid Capital Institutional
Price$13.49
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets100.98M
CLBCX vs ICMVX Comparison Chart in %
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CLBCX vs. ICMVX commentary
Aug 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 Buy and ICMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. ICMVX (101M). ICMVX pays higher dividends than CLBCX: ICMVX (2.58) vs CLBCX (1.12). 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 : 15.99 vs. CLBCX (7.14). ICMVX return over 5 years is better than : 59.68 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 | 15 years | - |
| Gain YTD | 9.208 | 8.109 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 101M | 253,465% |
| Annual Yield % from dividends | 1.12 | 2.58 | 44% |
| Returns for 1 year | 7.14 | 15.99 | 45% |
| Returns for 3 years | 27.58 | 34.76 | 79% |
| Returns for 5 years | 34.64 | 59.68 | 58% |
| Returns for 10 years | 65.77 | 57.43 | 115% |
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