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CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$35.28
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Intrepid Capital Institutional
Price$13.08
Change+$0.11 (+0.85%)
VolumeN/A
Net Assets85.87M
CLBFX vs ICMVX Comparison Chart
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CLBFX vs. ICMVX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. ICMVX (85.9M). ICMVX pays higher dividends than CLBFX: ICMVX (4.00) vs CLBFX (2.39). CLBFX was incepted earlier than ICMVX: CLBFX (22 years) vs ICMVX (15 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. ICMVX (57.00). 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 : 16.41 vs. CLBFX (12.27). ICMVX return over 5 years is better than : 48.84 vs. CLBFX (36.74).
| CLBFX | ICMVX | CLBFX / ICMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | 3.128 | 1.805 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 85.9M | 280,559% |
| Annual Yield % from dividends | 2.39 | 4.00 | 60% |
| Returns for 1 year | 12.27 | 16.41 | 75% |
| Returns for 3 years | 16.76 | 22.04 | 76% |
| Returns for 5 years | 36.74 | 48.84 | 75% |
| Returns for 10 years | 74.28 | 47.32 | 157% |