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CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$38.48
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
Intrepid Capital Institutional
Price$13.82
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets101.79M
CLBFX vs ICMVX Comparison Chart in %
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CLBFX vs. ICMVX commentary
Sep 15, 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: 262B vs. ICMVX (102M). ICMVX pays higher dividends than CLBFX: ICMVX (2.51) vs CLBFX (1.94). 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 : 18.24 vs. CLBFX (10.50). ICMVX return over 5 years is better than : 66.50 vs. CLBFX (46.27).
| 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 | 13.261 | 10.754 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 102M | 256,863% |
| Annual Yield % from dividends | 1.94 | 2.51 | 77% |
| Returns for 1 year | 10.50 | 18.24 | 58% |
| Returns for 3 years | 43.66 | 45.79 | 95% |
| Returns for 5 years | 46.27 | 66.50 | 70% |
| Returns for 10 years | 95.06 | 67.22 | 141% |
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