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CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$35.54
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets244.53B
Intrepid Capital Institutional
Price$12.99
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets93.49M
CLBFX vs ICMVX Comparison Chart in %
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CLBFX vs. ICMVX commentary
Jun 21, 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: 245B vs. ICMVX (93.5M). ICMVX pays higher dividends than CLBFX: ICMVX (2.76) vs CLBFX (2.07). 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 : 13.02 vs. CLBFX (4.59). ICMVX return over 5 years is better than : 64.50 vs. CLBFX (40.59).
| 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 | 4.608 | 3.404 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 93.5M | 262,032% |
| Annual Yield % from dividends | 2.07 | 2.76 | 75% |
| Returns for 1 year | 4.59 | 13.02 | 35% |
| Returns for 3 years | 35.95 | 37.43 | 96% |
| Returns for 5 years | 40.59 | 64.50 | 63% |
| Returns for 10 years | 72.86 | 44.34 | 164% |
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