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CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$39.61
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Intrepid Capital Institutional
Price$14.12
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets105.36M
CLBFX vs ICMVX Comparison Chart in %
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CLBFX vs. ICMVX commentary
Dec 14, 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 ICMVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. ICMVX (105M). ICMVX pays higher dividends than CLBFX: ICMVX (2.35) vs CLBFX (1.83). CLBFX was incepted earlier than ICMVX: CLBFX (23 years) vs ICMVX (16 years). ICMVX (1.68) is less costly to investors than CLBFX (0.67). ICMVX is a more actively managed with annual turnover of: 47.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than ICMVX: CLBFX (250) vs ICMVX (250000). CLBFX annual gain was more profitable for investors over the last year : 10.76 vs. ICMVX (9.81). ICMVX return over 5 years is better than : 53.65 vs. CLBFX (43.74).
| 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 | 16 years | - |
| Gain YTD | 18.399 | 13.600 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 105M | 256,190% |
| Annual Yield % from dividends | 1.83 | 2.35 | 78% |
| Returns for 1 year | 10.76 | 9.81 | 110% |
| Returns for 3 years | 45.23 | 47.12 | 96% |
| Returns for 5 years | 43.74 | 53.65 | 82% |
| Returns for 10 years | 97.46 | 76.53 | 127% |
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