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CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$37.00
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Intrepid Capital Institutional
Price$13.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets97.82M
CLBFX vs ICMVX Comparison Chart in %
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CLBFX vs. ICMVX commentary
Jul 29, 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 ICMVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. ICMVX (97.8M). ICMVX pays higher dividends than CLBFX: ICMVX (2.61) vs CLBFX (1.99). CLBFX was incepted earlier than ICMVX: CLBFX (23 years) vs ICMVX (15 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 : 14.79 vs. CLBFX (9.31). ICMVX return over 5 years is better than : 64.80 vs. CLBFX (41.30).
| 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 | 15 years | - |
| Gain YTD | 9.111 | 7.788 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 97.8M | 259,714% |
| Annual Yield % from dividends | 1.99 | 2.61 | 76% |
| Returns for 1 year | 9.31 | 14.79 | 63% |
| Returns for 3 years | 32.89 | 38.34 | 86% |
| Returns for 5 years | 41.30 | 64.80 | 64% |
| Returns for 10 years | 79.87 | 54.76 | 146% |
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