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CLBCX vs ICMVX
CLBCX vs ICMVX Comparison
Open Charts CLBCX vs ICMVX
American Funds American Balanced 529C
Price$37.67
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Intrepid Capital Institutional
Price$14.26
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets106.36M
CLBCX vs ICMVX Comparison Chart in %
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CLBCX 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 CLBCX is a StrongBuy and ICMVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. ICMVX (106M). ICMVX pays higher dividends than CLBCX: ICMVX (2.35) vs CLBCX (1.02). CLBCX was incepted earlier than ICMVX: CLBCX (24 years) vs ICMVX (16 years). ICMVX (1.68) is less costly to investors than CLBCX (1.35). ICMVX is a more actively managed with annual turnover of: 47.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than ICMVX: CLBCX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 13.65 vs. CLBCX (8.50). ICMVX return over 5 years is better than : 51.42 vs. CLBCX (31.70).
| CLBCX | ICMVX | CLBCX / ICMVX | |
| Total Expense Ratio | 1.35 | 1.16 | 116% |
| Annual Report Gross Expense Ratio | 1.35 | 1.68 | 80% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 10.112 | 14.808 | 68% |
| Front Load | N/A | 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 | 1.02 | 2.35 | 44% |
| Returns for 1 year | 8.50 | 13.65 | 62% |
| Returns for 3 years | 35.19 | 51.82 | 68% |
| Returns for 5 years | 31.70 | 51.42 | 62% |
| Returns for 10 years | 71.78 | 74.92 | 96% |
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