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FBAFX vs ICMVX
FBAFX vs ICMVX Comparison
Open Charts FBAFX vs ICMVX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Intrepid Capital Institutional
Price$13.29
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets95.8M
FBAFX vs ICMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. ICMVX (95.8M). ICMVX pays higher dividends than FBAFX: ICMVX (2.61) vs FBAFX (2.06). 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 : 15.83 vs. FBAFX (8.12).
| 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 | 8.217 | 6.506 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 95.8M | 263,048% |
| Annual Yield % from dividends | 2.06 | 2.61 | 79% |
| Returns for 1 year | 8.12 | 15.83 | 51% |
| Returns for 3 years | 37.19 | 42.64 | 87% |
| Returns for 5 years | N/A | 68.76 | - |
| Returns for 10 years | N/A | 51.73 | - |
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