Interact to see
Advertisement
Advertisement
CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$34.79
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Intrepid Capital Institutional
Price$12.84
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets89.31M
CLBFX vs ICMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. ICMVX commentary
May 24, 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: 238B vs. ICMVX (89.3M). ICMVX pays higher dividends than CLBFX: ICMVX (2.85) vs CLBFX (2.15). 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 : 10.78 vs. CLBFX (4.91). ICMVX return over 5 years is better than : 68.36 vs. CLBFX (41.02).
| 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 | 2.050 | 2.210 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 89.3M | 266,517% |
| Annual Yield % from dividends | 2.15 | 2.85 | 75% |
| Returns for 1 year | 4.91 | 10.78 | 46% |
| Returns for 3 years | 24.46 | 30.85 | 79% |
| Returns for 5 years | 41.02 | 68.36 | 60% |
| Returns for 10 years | 67.75 | 40.52 | 167% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement