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CLBFX vs ICMVX
CLBFX vs ICMVX Comparison
Open Charts CLBFX vs ICMVX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Intrepid Capital Institutional
Price$13.49
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets100.98M
CLBFX vs ICMVX Comparison Chart in %
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CLBFX vs. ICMVX commentary
Aug 18, 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 Buy and ICMVX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. ICMVX (101M). ICMVX pays higher dividends than CLBFX: ICMVX (2.58) vs CLBFX (1.97). 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 : 15.99 vs. CLBFX (8.11). ICMVX return over 5 years is better than : 59.68 vs. CLBFX (40.98).
| 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 | 9.847 | 8.109 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 101M | 253,465% |
| Annual Yield % from dividends | 1.97 | 2.58 | 77% |
| Returns for 1 year | 8.11 | 15.99 | 51% |
| Returns for 3 years | 31.15 | 34.76 | 90% |
| Returns for 5 years | 40.98 | 59.68 | 69% |
| Returns for 10 years | 82.32 | 57.43 | 143% |
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