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FBONX vs ICMVX
FBONX vs ICMVX Comparison
Open Charts FBONX vs ICMVX
American Funds American Balanced 529-F-3
Price$33.83
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
Intrepid Capital Institutional
Price$12.43
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets85.95M
FBONX vs ICMVX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 231B vs. ICMVX (85.9M). ICMVX pays higher dividends than FBONX: ICMVX (2.84) vs FBONX (2.26). FBONX was incepted earlier than ICMVX: FBONX (4 years) vs ICMVX (15 years). ICMVX (1.68) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. ICMVX (33.00). FBONX has a lower initial minimum investment than ICMVX: FBONX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 11.06 vs. FBONX (5.17).
| FBONX | ICMVX | FBONX / ICMVX | |
| Total Expense Ratio | 0.30 | 1.16 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.68 | 18% |
| Fund Existence | 4 years | 15 years | - |
| Gain YTD | -1.078 | -1.054 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 85.9M | 268,917% |
| Annual Yield % from dividends | 2.26 | 2.84 | 80% |
| Returns for 1 year | 5.17 | 11.06 | 47% |
| Returns for 3 years | 18.71 | 23.60 | 79% |
| Returns for 5 years | N/A | 70.38 | - |
| Returns for 10 years | N/A | 37.18 | - |
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