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CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$33.35
Change+$1.62 (+5.11%)
VolumeN/A
Net Assets217.49B
Intrepid Capital Institutional
Price$12.20
Change+$0.62 (+5.35%)
VolumeN/A
Net Assets79.39M
CLBFX vs ICMVX Comparison Chart
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CLBFX vs. ICMVX commentary
Apr 11, 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: 217B vs. ICMVX (79.4M). ICMVX pays higher dividends than CLBFX: ICMVX (2.84) vs CLBFX (2.14). CLBFX was incepted earlier than ICMVX: CLBFX (23 years) vs ICMVX (15 years). ICMVX (1.68) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 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 : 1.09 vs. CLBFX (-3.46). ICMVX return over 5 years is better than : 58.92 vs. CLBFX (32.93).
| CLBFX | ICMVX | CLBFX / ICMVX | |
| Total Expense Ratio | 0.68 | 1.16 | 59% |
| Annual Report Gross Expense Ratio | 0.68 | 1.68 | 40% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | -6.926 | -7.820 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 79.4M | 273,300% |
| Annual Yield % from dividends | 2.14 | 2.84 | 76% |
| Returns for 1 year | -3.46 | 1.09 | -317% |
| Returns for 3 years | 6.59 | 11.16 | 59% |
| Returns for 5 years | 32.93 | 58.92 | 56% |
| Returns for 10 years | 54.04 | 28.78 | 188% |