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CLBAX vs ICMVX
CLBAX vs ICMVX Comparison
Open Charts CLBAX vs ICMVX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Intrepid Capital Institutional
Price$14.26
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets106.36M
CLBAX vs ICMVX Comparison Chart in %
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CLBAX vs. ICMVX commentary
Dec 28, 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 StrongBuy and ICMVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. ICMVX (106M). ICMVX pays higher dividends than CLBAX: ICMVX (2.35) vs CLBAX (1.70). CLBAX was incepted earlier than ICMVX: CLBAX (24 years) vs ICMVX (16 years). ICMVX (1.68) is less costly to investors than CLBAX (0.58). ICMVX is a more actively managed with annual turnover of: 47.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than ICMVX: CLBAX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 13.65 vs. CLBAX (9.15). ICMVX return over 5 years is better than : 51.42 vs. CLBAX (36.56).
| CLBAX | ICMVX | CLBAX / ICMVX | |
| Total Expense Ratio | 0.58 | 1.16 | 50% |
| Annual Report Gross Expense Ratio | 0.58 | 1.68 | 35% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 10.739 | 14.808 | 73% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 106M | 253,774% |
| Annual Yield % from dividends | 1.70 | 2.35 | 73% |
| Returns for 1 year | 9.15 | 13.65 | 67% |
| Returns for 3 years | 38.03 | 51.82 | 73% |
| Returns for 5 years | 36.56 | 51.42 | 71% |
| Returns for 10 years | 84.88 | 74.92 | 113% |
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