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FBAFX vs ICMBX
FBAFX vs ICMBX Comparison
Open Charts FBAFX vs ICMBX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Intrepid Capital Investor
Price$13.90
Change+$0.08 (+0.58%)
VolumeN/A
Net Assets104.39M
FBAFX vs ICMBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. ICMBX (104M). ICMBX pays higher dividends than FBAFX: ICMBX (2.17) vs FBAFX (1.90). FBAFX was incepted earlier than ICMBX: FBAFX (5 years) vs ICMBX (21 years). ICMBX (1.93) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. ICMBX (33.00). FBAFX has a lower initial minimum investment than ICMBX: FBAFX (250) vs ICMBX (2500). FBAFX annual gain was more profitable for investors over the last year : 9.57 vs. ICMBX (8.81). ICMBX return over 5 years is better than : 51.80 vs. FBAFX (42.71).
| FBAFX | ICMBX | FBAFX / ICMBX | |
| Total Expense Ratio | 0.34 | 1.41 | 24% |
| Annual Report Gross Expense Ratio | 0.34 | 1.93 | 18% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 16.857 | 12.074 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 104M | 258,654% |
| Annual Yield % from dividends | 1.90 | 2.17 | 88% |
| Returns for 1 year | 9.57 | 8.81 | 109% |
| Returns for 3 years | 42.02 | 40.37 | 104% |
| Returns for 5 years | 42.71 | 51.80 | 82% |
| Returns for 10 years | N/A | 64.19 | - |
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