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CLBFX vs ICMBX
CLBFX vs ICMBX Comparison
Open Charts CLBFX vs ICMBX
American Funds American Balanced 529F
Price$35.28
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Intrepid Capital Investor
Price$13.00
Change+$0.10 (+0.78%)
VolumeN/A
Net Assets85.87M
CLBFX vs ICMBX Comparison Chart
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CLBFX vs. ICMBX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. ICMBX (85.9M). ICMBX pays higher dividends than CLBFX: ICMBX (3.87) vs CLBFX (2.39). CLBFX was incepted earlier than ICMBX: CLBFX (22 years) vs ICMBX (20 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. ICMBX (57.00). 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 : 16.16 vs. CLBFX (12.27). ICMBX return over 5 years is better than : 47.38 vs. CLBFX (36.74).
| CLBFX | ICMBX | CLBFX / ICMBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 20 years | - |
| Gain YTD | 3.128 | 1.815 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 85.9M | 280,559% |
| Annual Yield % from dividends | 2.39 | 3.87 | 62% |
| Returns for 1 year | 12.27 | 16.16 | 76% |
| Returns for 3 years | 16.76 | 21.42 | 78% |
| Returns for 5 years | 36.74 | 47.38 | 78% |
| Returns for 10 years | 74.28 | 44.43 | 167% |