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FBAFX vs ICMBX
FBAFX vs ICMBX Comparison
Open Charts FBAFX vs ICMBX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Intrepid Capital Investor
Price$13.21
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets95.8M
FBAFX vs ICMBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. ICMBX (95.8M). ICMBX pays higher dividends than FBAFX: ICMBX (2.44) vs FBAFX (2.06). FBAFX was incepted earlier than ICMBX: FBAFX (5 years) vs ICMBX (21 years). ICMBX (1.93) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 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 : 15.41 vs. FBAFX (8.12).
| FBAFX | ICMBX | FBAFX / ICMBX | |
| Total Expense Ratio | 0.34 | 1.41 | 24% |
| Annual Report Gross Expense Ratio | 0.34 | 1.93 | 18% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 8.217 | 6.318 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 95.8M | 263,048% |
| Annual Yield % from dividends | 2.06 | 2.44 | 85% |
| Returns for 1 year | 8.12 | 15.41 | 53% |
| Returns for 3 years | 37.19 | 41.71 | 89% |
| Returns for 5 years | N/A | 66.87 | - |
| Returns for 10 years | N/A | 48.43 | - |
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