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CLBFX vs ICMBX
CLBFX vs ICMBX Comparison
Open Charts CLBFX vs ICMBX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Intrepid Capital Investor
Price$13.69
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets101.89M
CLBFX vs ICMBX Comparison Chart in %
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CLBFX vs. ICMBX commentary
Sep 08, 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: 259B vs. ICMBX (102M). ICMBX pays higher dividends than CLBFX: ICMBX (2.34) vs CLBFX (1.94). 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 : 17.89 vs. CLBFX (10.11). ICMBX return over 5 years is better than : 62.53 vs. CLBFX (42.70).
| 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 | 11.495 | 10.181 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 102M | 253,922% |
| Annual Yield % from dividends | 1.94 | 2.34 | 83% |
| Returns for 1 year | 10.11 | 17.89 | 57% |
| Returns for 3 years | 41.65 | 45.03 | 92% |
| Returns for 5 years | 42.70 | 62.53 | 68% |
| Returns for 10 years | 92.18 | 61.84 | 149% |
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