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CLBFX vs ICMBX
CLBFX vs ICMBX Comparison
Open Charts CLBFX vs ICMBX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Intrepid Capital Investor
Price$13.55
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets101.53M
CLBFX vs ICMBX Comparison Chart in %
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CLBFX vs. ICMBX commentary
Nov 20, 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 CLBFX is a Hold and ICMBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. ICMBX (102M). ICMBX pays higher dividends than CLBFX: ICMBX (2.23) vs CLBFX (1.86). CLBFX was incepted earlier than ICMBX: CLBFX (23 years) vs ICMBX (21 years). ICMBX (1.93) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. ICMBX (33.00). CLBFX has a lower initial minimum investment than ICMBX: CLBFX (250) vs ICMBX (2500). ICMBX annual gain was more profitable for investors over the last year : 9.58 vs. CLBFX (8.95). ICMBX return over 5 years is better than : 52.12 vs. CLBFX (40.97).
| CLBFX | ICMBX | CLBFX / ICMBX | |
| Total Expense Ratio | 0.67 | 1.41 | 48% |
| Annual Report Gross Expense Ratio | 0.67 | 1.93 | 35% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 13.881 | 9.408 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 102M | 258,824% |
| Annual Yield % from dividends | 1.86 | 2.23 | 84% |
| Returns for 1 year | 8.95 | 9.58 | 93% |
| Returns for 3 years | 42.00 | 40.11 | 105% |
| Returns for 5 years | 40.97 | 52.12 | 79% |
| Returns for 10 years | 86.36 | 59.69 | 145% |
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