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CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$34.95
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
Intrepid Capital Institutional
Price$12.96
Change-$0.07 (-0.54%)
VolumeN/A
CapitalizationN/A
CLBFX vs ICMVX Comparison Chart
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CLBFX vs. ICMVX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 230B vs. ICMVX (87M). 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 : 18.86 vs. CLBFX (12.67). ICMVX return over 5 years is better than : 45.59 vs. CLBFX (35.48).
| 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 | 11.647 | 17.646 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 87M | 264,368% |
| Annual Yield % from dividends | 2.39 | 4.00 | 60% |
| Returns for 1 year | 12.67 | 18.86 | 67% |
| Returns for 3 years | 13.69 | 19.96 | 69% |
| Returns for 5 years | 35.48 | 45.59 | 78% |
| Returns for 10 years | 61.86 | 33.09 | 187% |
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