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CLBFX vs ICMBX
CLBFX vs ICMBX Comparison
Open Charts CLBFX vs ICMBX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Intrepid Capital Investor
Price$12.15
Change-$0.42 (-3.34%)
VolumeN/A
Net Assets85.56M
CLBFX vs ICMBX Comparison Chart
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CLBFX vs. ICMBX commentary
Apr 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 Hold and ICMBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. ICMBX (85.6M). ICMBX pays higher dividends than CLBFX: ICMBX (2.66) vs CLBFX (2.14). CLBFX was incepted earlier than ICMBX: CLBFX (23 years) vs ICMBX (20 years). ICMBX (1.93) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 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 : 9.72 vs. CLBFX (1.49). ICMBX return over 5 years is better than : 86.60 vs. CLBFX (49.30).
| CLBFX | ICMBX | CLBFX / ICMBX | |
| Total Expense Ratio | 0.68 | 1.41 | 48% |
| Annual Report Gross Expense Ratio | 0.68 | 1.93 | 35% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | -2.116 | 0.553 | -383% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 85.6M | 274,533% |
| Annual Yield % from dividends | 2.14 | 2.66 | 81% |
| Returns for 1 year | 1.49 | 9.72 | 15% |
| Returns for 3 years | 10.84 | 18.51 | 59% |
| Returns for 5 years | 49.30 | 86.60 | 57% |
| Returns for 10 years | 62.85 | 38.33 | 164% |