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FBONX vs ICMVX
FBONX vs ICMVX Comparison
Open Charts FBONX vs ICMVX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Intrepid Capital Institutional
Price$13.45
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets97.82M
FBONX vs ICMVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. ICMVX (97.8M). ICMVX pays higher dividends than FBONX: ICMVX (2.61) vs FBONX (2.10). FBONX was incepted earlier than ICMVX: FBONX (5 years) vs ICMVX (15 years). ICMVX (1.68) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). FBONX has a lower initial minimum investment than ICMVX: FBONX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 15.94 vs. FBONX (10.59).
| FBONX | ICMVX | FBONX / ICMVX | |
| Total Expense Ratio | 0.30 | 1.16 | 26% |
| Annual Report Gross Expense Ratio | 0.30 | 1.68 | 18% |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 9.205 | 7.788 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 97.8M | 259,714% |
| Annual Yield % from dividends | 2.10 | 2.61 | 80% |
| Returns for 1 year | 10.59 | 15.94 | 66% |
| Returns for 3 years | 36.98 | 42.03 | 88% |
| Returns for 5 years | N/A | 66.57 | - |
| Returns for 10 years | N/A | 57.38 | - |
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