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CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Intrepid Capital Institutional
Price$13.86
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets102.98M
CLBFX vs ICMVX Comparison Chart in %
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CLBFX vs. ICMVX commentary
Sep 29, 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 Hold and ICMVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. ICMVX (103M). ICMVX pays higher dividends than CLBFX: ICMVX (2.51) vs CLBFX (1.94). CLBFX was incepted earlier than ICMVX: CLBFX (23 years) vs ICMVX (15 years). ICMVX (1.68) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). CLBFX has a lower initial minimum investment than ICMVX: CLBFX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 15.69 vs. CLBFX (7.93). ICMVX return over 5 years is better than : 67.86 vs. CLBFX (47.10).
| CLBFX | ICMVX | CLBFX / ICMVX | |
| Total Expense Ratio | 0.67 | 1.16 | 58% |
| Annual Report Gross Expense Ratio | 0.67 | 1.68 | 40% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 12.937 | 11.074 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 103M | 255,340% |
| Annual Yield % from dividends | 1.94 | 2.51 | 77% |
| Returns for 1 year | 7.93 | 15.69 | 51% |
| Returns for 3 years | 52.34 | 53.81 | 97% |
| Returns for 5 years | 47.10 | 67.86 | 69% |
| Returns for 10 years | 98.95 | 72.44 | 137% |
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