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CLBCX vs ICMVX
CLBCX vs ICMVX Comparison
Open Charts CLBCX vs ICMVX
American Funds American Balanced 529C
Price$36.55
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
Intrepid Capital Institutional
Price$12.37
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
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CLBCX vs ICMVX Comparison Chart
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CLBCX vs. ICMVX commentary
Oct 18, 2024
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 StrongBuy and ICMVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 239B vs. ICMVX (47.8M). ICMVX pays higher dividends than CLBCX: ICMVX (4.00) vs CLBCX (1.52). CLBCX was incepted earlier than ICMVX: CLBCX (23 years) vs ICMVX (14 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). CLBCX annual gain was more profitable for investors over the last year : 24.29 vs. ICMVX (17.96). ICMVX return over 5 years is better than : 42.91 vs. CLBCX (38.06).
| CLBCX | ICMVX | CLBCX / ICMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 14.597 | 12.200 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 47.8M | 500,000% |
| Annual Yield % from dividends | 1.52 | 4.00 | 38% |
| Returns for 1 year | 24.29 | 17.96 | 135% |
| Returns for 3 years | 13.35 | 13.08 | 102% |
| Returns for 5 years | 38.06 | 42.91 | 89% |
| Returns for 10 years | 61.41 | 30.01 | 205% |
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