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CLBFX vs ICMBX
CLBFX vs ICMBX Comparison
Open Charts CLBFX vs ICMBX
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Intrepid Capital Investor
Price$14.15
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets106.36M
CLBFX vs ICMBX Comparison Chart in %
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CLBFX vs. ICMBX commentary
Dec 26, 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 CLBFX is a StrongBuy and ICMBX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. ICMBX (106M). ICMBX pays higher dividends than CLBFX: ICMBX (2.17) vs CLBFX (1.83). CLBFX was incepted earlier than ICMBX: CLBFX (23 years) vs ICMBX (21 years). ICMBX (1.93) is less costly to investors than CLBFX (0.67). ICMBX is a more actively managed with annual turnover of: 47.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than ICMBX: CLBFX (250) vs ICMBX (2500). ICMBX annual gain was more profitable for investors over the last year : 13.53 vs. CLBFX (9.28). ICMBX return over 5 years is better than : 49.58 vs. CLBFX (37.42).
| CLBFX | ICMBX | CLBFX / ICMBX | |
| Total Expense Ratio | 0.67 | 1.41 | 48% |
| Annual Report Gross Expense Ratio | 0.67 | 1.93 | 35% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 10.722 | 14.337 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 106M | 253,774% |
| Annual Yield % from dividends | 1.83 | 2.17 | 84% |
| Returns for 1 year | 9.28 | 13.53 | 69% |
| Returns for 3 years | 38.20 | 50.37 | 76% |
| Returns for 5 years | 37.42 | 49.58 | 75% |
| Returns for 10 years | 88.92 | 70.14 | 127% |
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