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CLBFX vs ICMBX
CLBFX vs ICMBX Comparison
Open Charts CLBFX vs ICMBX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Intrepid Capital Investor
Price$13.41
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets101.11M
CLBFX vs ICMBX Comparison Chart in %
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CLBFX vs. ICMBX commentary
Aug 16, 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: 256B vs. ICMBX (101M). ICMBX pays higher dividends than CLBFX: ICMBX (2.40) vs CLBFX (1.97). 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 : 15.93 vs. CLBFX (8.11). ICMBX return over 5 years is better than : 58.41 vs. CLBFX (40.98).
| 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 | 9.847 | 8.169 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 101M | 253,465% |
| Annual Yield % from dividends | 1.97 | 2.40 | 82% |
| Returns for 1 year | 8.11 | 15.93 | 51% |
| Returns for 3 years | 31.15 | 34.16 | 91% |
| Returns for 5 years | 40.98 | 58.41 | 70% |
| Returns for 10 years | 82.32 | 54.37 | 151% |
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