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FBAFX vs ICMBX
FBAFX vs ICMBX Comparison
Open Charts FBAFX vs ICMBX
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
Intrepid Capital Investor
Price$12.36
Change+$0.13 (+1.06%)
VolumeN/A
Net Assets84.88M
FBAFX vs ICMBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. ICMBX (84.9M). ICMBX pays higher dividends than FBAFX: ICMBX (2.66) vs FBAFX (2.22). FBAFX was incepted earlier than ICMBX: FBAFX (4 years) vs ICMBX (20 years). ICMBX (1.93) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. ICMBX (33.00). FBAFX has a lower initial minimum investment than ICMBX: FBAFX (250) vs ICMBX (2500). ICMBX annual gain was more profitable for investors over the last year : 9.36 vs. FBAFX (4.44).
| FBAFX | ICMBX | FBAFX / ICMBX | |
| Total Expense Ratio | 0.33 | 1.41 | 23% |
| Annual Report Gross Expense Ratio | 0.33 | 1.93 | 17% |
| Fund Existence | 4 years | 20 years | - |
| Gain YTD | -1.440 | -2.167 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 84.9M | 267,373% |
| Annual Yield % from dividends | 2.22 | 2.66 | 83% |
| Returns for 1 year | 4.44 | 9.36 | 47% |
| Returns for 3 years | 16.56 | 19.50 | 85% |
| Returns for 5 years | N/A | 66.98 | - |
| Returns for 10 years | N/A | 33.57 | - |
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