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FBAFX vs ICMVX
FBAFX vs ICMVX Comparison
Open Charts FBAFX vs ICMVX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Intrepid Capital Institutional
Price$12.92
Change-$0.12 (-0.92%)
VolumeN/A
Net Assets93.17M
FBAFX vs ICMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. ICMVX (93.2M). ICMVX pays higher dividends than FBAFX: ICMVX (2.76) vs FBAFX (2.14). FBAFX was incepted earlier than ICMVX: FBAFX (5 years) vs ICMVX (15 years). ICMVX (1.68) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). FBAFX has a lower initial minimum investment than ICMVX: FBAFX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 12.79 vs. FBAFX (5.57).
| FBAFX | ICMVX | FBAFX / ICMVX | |
| Total Expense Ratio | 0.34 | 1.16 | 29% |
| Annual Report Gross Expense Ratio | 0.34 | 1.68 | 20% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 4.578 | 2.847 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 93.2M | 261,803% |
| Annual Yield % from dividends | 2.14 | 2.76 | 78% |
| Returns for 1 year | 5.57 | 12.79 | 44% |
| Returns for 3 years | 34.68 | 34.51 | 100% |
| Returns for 5 years | N/A | 65.07 | - |
| Returns for 10 years | N/A | 43.44 | - |
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