CLBFX
Price
$38.26
Change
-$0.56 (-1.44%)
Updated
Feb 3 closing price
Net Assets
269.72B
ICMBX
Price
$14.18
Change
+$0.58 (+4.26%)
Updated
Feb 3 closing price
Net Assets
110.48M
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CLBFX vs ICMBX

Header iconCLBFX vs ICMBX Comparison
Open Charts CLBFX vs ICMBXBanner chart's image
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Intrepid Capital Investor
Price$14.18
Change+$0.58 (+4.26%)
VolumeN/A
Net Assets110.48M
CLBFX vs ICMBX Comparison Chart in %
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CLBFX vs. ICMBX 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 CLBFX is a Hold and ICMBX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. ICMBX (110M). ICMBX (2.12) and CLBFX (2.03) have matching dividends . 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 : 12.89 vs. CLBFX (11.50). ICMBX return over 5 years is better than : 44.22 vs. CLBFX (38.44).
CLBFXICMBXCLBFX / ICMBX
Total Expense Ratio0.671.4148%
Annual Report Gross Expense Ratio0.671.9335%
Fund Existence23 years21 years-
Gain YTD2.4640.997247%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets270B110M245,455%
Annual Yield % from dividends2.032.1296%
Returns for 1 year11.5012.8989%
Returns for 3 years37.3342.7287%
Returns for 5 years38.4444.2287%
Returns for 10 years104.7181.57128%
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