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CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Intrepid Capital Institutional
Price$13.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets101.53M
CLBFX vs ICMVX Comparison Chart in %
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CLBFX vs. ICMVX commentary
Nov 20, 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 ICMVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. ICMVX (102M). ICMVX pays higher dividends than CLBFX: ICMVX (2.41) vs CLBFX (1.86). CLBFX was incepted earlier than ICMVX: CLBFX (23 years) vs ICMVX (16 years). ICMVX (1.68) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). CLBFX has a lower initial minimum investment than ICMVX: CLBFX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 9.83 vs. CLBFX (8.95). ICMVX return over 5 years is better than : 53.69 vs. CLBFX (40.97).
| CLBFX | ICMVX | CLBFX / ICMVX | |
| Total Expense Ratio | 0.67 | 1.16 | 58% |
| Annual Report Gross Expense Ratio | 0.67 | 1.68 | 40% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 13.881 | 9.655 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 102M | 258,824% |
| Annual Yield % from dividends | 1.86 | 2.41 | 77% |
| Returns for 1 year | 8.95 | 9.83 | 91% |
| Returns for 3 years | 42.00 | 40.95 | 103% |
| Returns for 5 years | 40.97 | 53.69 | 76% |
| Returns for 10 years | 86.36 | 63.12 | 137% |
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