Interact to see
Advertisement
Advertisement
CLBFX vs ICMBX
CLBFX vs ICMBX Comparison
Open Charts CLBFX vs ICMBX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Intrepid Capital Investor
Price$13.72
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets103.03M
CLBFX vs ICMBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. ICMBX commentary
Oct 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 CLBFX is a Buy and ICMBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. ICMBX (103M). ICMBX pays higher dividends than CLBFX: ICMBX (2.19) vs CLBFX (1.89). 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 : 14.10 vs. CLBFX (8.84). ICMBX return over 5 years is better than : 59.95 vs. CLBFX (45.11).
| 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 | 14.767 | 10.862 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 103M | 258,252% |
| Annual Yield % from dividends | 1.89 | 2.19 | 86% |
| Returns for 1 year | 8.84 | 14.10 | 63% |
| Returns for 3 years | 52.03 | 48.08 | 108% |
| Returns for 5 years | 45.11 | 59.95 | 75% |
| Returns for 10 years | 91.64 | 63.31 | 145% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement