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CLBCX vs ICMVX
CLBCX vs ICMVX Comparison
Open Charts CLBCX vs ICMVX
American Funds American Balanced 529C
Price$38.31
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Intrepid Capital Institutional
Price$14.36
Change+$0.09 (+0.63%)
VolumeN/A
Net Assets111.33M
CLBCX vs ICMVX Comparison Chart in %
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CLBCX vs. ICMVX commentary
Feb 05, 2026
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 Hold and ICMVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. ICMVX (111M). ICMVX pays higher dividends than CLBCX: ICMVX (2.29) vs CLBCX (1.19). 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 : 13.21 vs. CLBCX (9.86). ICMVX return over 5 years is better than : 45.42 vs. CLBCX (31.97).
| 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 | 2.242 | 1.628 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 111M | 243,243% |
| Annual Yield % from dividends | 1.19 | 2.29 | 52% |
| Returns for 1 year | 9.86 | 13.21 | 75% |
| Returns for 3 years | 33.49 | 44.56 | 75% |
| Returns for 5 years | 31.97 | 45.42 | 70% |
| Returns for 10 years | 86.02 | 86.63 | 99% |
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