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CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$38.83
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets265.83B
Intrepid Capital Institutional
Price$13.74
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets103.39M
CLBFX vs ICMVX Comparison Chart in %
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CLBFX vs. ICMVX commentary
Oct 17, 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: 266B vs. ICMVX (103M). ICMVX pays higher dividends than CLBFX: ICMVX (2.37) vs CLBFX (1.89). 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 : 14.85 vs. CLBFX (8.87). ICMVX return over 5 years is better than : 62.20 vs. CLBFX (44.96).
| 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 | 14.649 | 11.426 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 103M | 258,252% |
| Annual Yield % from dividends | 1.89 | 2.37 | 80% |
| Returns for 1 year | 8.87 | 14.85 | 60% |
| Returns for 3 years | 52.93 | 50.97 | 104% |
| Returns for 5 years | 44.96 | 62.20 | 72% |
| Returns for 10 years | 91.36 | 67.73 | 135% |
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