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CLBFX vs ICMBX
CLBFX vs ICMBX Comparison
Open Charts CLBFX vs ICMBX
American Funds American Balanced 529F
Price$34.79
Change-$0.33 (-0.94%)
VolumeN/A
Net Assets241.5B
Intrepid Capital Investor
Price$12.80
Change+$0.07 (+0.55%)
VolumeN/A
Net Assets87.31M
CLBFX vs ICMBX Comparison Chart
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CLBFX vs. ICMBX commentary
Mar 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. ICMBX (87.3M). 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 : 13.19 vs. CLBFX (8.91). ICMBX return over 5 years is better than : 54.95 vs. CLBFX (41.45).
| 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 | 2.660 | 1.026 | 259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 87.3M | 277,205% |
| Annual Yield % from dividends | 2.39 | 3.87 | 62% |
| Returns for 1 year | 8.91 | 13.19 | 68% |
| Returns for 3 years | 18.77 | 23.13 | 81% |
| Returns for 5 years | 41.45 | 54.95 | 75% |
| Returns for 10 years | 68.82 | 39.15 | 176% |
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