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CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Intrepid Capital Institutional
Price$14.51
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets108.81M
CLBFX vs ICMVX Comparison Chart in %
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CLBFX vs. ICMVX commentary
Jan 16, 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 ICMVX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. ICMVX (109M). ICMVX pays higher dividends than CLBFX: ICMVX (2.32) vs CLBFX (2.08). 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). ICMVX annual gain was more profitable for investors over the last year : 17.00 vs. CLBFX (14.42). ICMVX return over 5 years is better than : 51.90 vs. CLBFX (39.53).
| 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 | 2.357 | 2.689 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 109M | 247,706% |
| Annual Yield % from dividends | 2.08 | 2.32 | 90% |
| Returns for 1 year | 14.42 | 17.00 | 85% |
| Returns for 3 years | 38.39 | 49.32 | 78% |
| Returns for 5 years | 39.53 | 51.90 | 76% |
| Returns for 10 years | 105.76 | 92.40 | 114% |
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