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FBAFX vs ICMVX
FBAFX vs ICMVX Comparison
Open Charts FBAFX vs ICMVX
American Funds American Balanced 529-F-2
Price$37.14
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Intrepid Capital Institutional
Price$13.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets97.82M
FBAFX vs ICMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. ICMVX (97.8M). 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 : 14.79 vs. FBAFX (9.43).
| 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 | 9.185 | 7.788 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 97.8M | 259,714% |
| Annual Yield % from dividends | 2.06 | 2.61 | 79% |
| Returns for 1 year | 9.43 | 14.79 | 64% |
| Returns for 3 years | 33.31 | 38.34 | 87% |
| Returns for 5 years | N/A | 64.80 | - |
| Returns for 10 years | N/A | 54.76 | - |
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