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CLBAX vs ICMBX
CLBAX vs ICMBX Comparison
Open Charts CLBAX vs ICMBX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Intrepid Capital Investor
Price$13.41
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets100.98M
CLBAX vs ICMBX Comparison Chart in %
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CLBAX vs. ICMBX commentary
Aug 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBAX is a Buy and ICMBX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. ICMBX (101M). ICMBX pays higher dividends than CLBAX: ICMBX (2.40) vs CLBAX (1.82). CLBAX was incepted earlier than ICMBX: CLBAX (24 years) vs ICMBX (21 years). ICMBX (1.93) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. ICMBX (33.00). CLBAX has a lower initial minimum investment than ICMBX: CLBAX (250) vs ICMBX (2500). ICMBX annual gain was more profitable for investors over the last year : 15.68 vs. CLBAX (7.96). ICMBX return over 5 years is better than : 58.06 vs. CLBAX (39.83).
| CLBAX | ICMBX | CLBAX / ICMBX | |
| Total Expense Ratio | 0.58 | 1.41 | 41% |
| Annual Report Gross Expense Ratio | 0.58 | 1.93 | 30% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 9.747 | 7.927 | 123% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 101M | 253,465% |
| Annual Yield % from dividends | 1.82 | 2.40 | 76% |
| Returns for 1 year | 7.96 | 15.68 | 51% |
| Returns for 3 years | 30.56 | 33.86 | 90% |
| Returns for 5 years | 39.83 | 58.06 | 69% |
| Returns for 10 years | 78.78 | 54.03 | 146% |
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