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FBAFX vs ICMBX
FBAFX vs ICMBX Comparison
Open Charts FBAFX vs ICMBX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Intrepid Capital Investor
Price$12.85
Change-$0.11 (-0.85%)
VolumeN/A
Net Assets93.17M
FBAFX vs ICMBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. ICMBX (93.2M). ICMBX pays higher dividends than FBAFX: ICMBX (2.59) vs FBAFX (2.14). FBAFX was incepted earlier than ICMBX: FBAFX (5 years) vs ICMBX (20 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). ICMBX annual gain was more profitable for investors over the last year : 12.55 vs. FBAFX (5.57).
| 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 | 20 years | - |
| Gain YTD | 4.578 | 2.792 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 93.2M | 261,803% |
| Annual Yield % from dividends | 2.14 | 2.59 | 83% |
| Returns for 1 year | 5.57 | 12.55 | 44% |
| Returns for 3 years | 34.68 | 33.85 | 102% |
| Returns for 5 years | N/A | 63.32 | - |
| Returns for 10 years | N/A | 40.58 | - |
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