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BALCX vs ICMBX
BALCX vs ICMBX Comparison
Open Charts BALCX vs ICMBX
BALCX vs ICMBX Comparison Chart in %
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BALCX vs. ICMBX commentary
Aug 17, 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 BALCX is a Buy and ICMBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 283B vs. ICMBX (143M). ICMBX pays higher dividends than BALCX: ICMBX (1.65) vs BALCX (1.16). BALCX was incepted earlier than ICMBX: BALCX (25 years) vs ICMBX (22 years). ICMBX (1.73) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. ICMBX (47.00). BALCX has a lower initial minimum investment than ICMBX: BALCX (250) vs ICMBX (2500). ICMBX annual gain was more profitable for investors over the last year : 12.11 vs. BALCX (10.95). ICMBX return over 5 years is better than : 40.57 vs. BALCX (29.47).
| BALCX | ICMBX | BALCX / ICMBX | |
| Total Expense Ratio | 1.30 | 1.41 | 92% |
| Annual Report Gross Expense Ratio | 1.30 | 1.73 | 75% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 9.901 | 6.892 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 143M | 197,902% |
| Annual Yield % from dividends | 1.16 | 1.65 | 70% |
| Returns for 1 year | 10.95 | 12.11 | 90% |
| Returns for 3 years | 41.04 | 47.98 | 86% |
| Returns for 5 years | 29.47 | 40.57 | 73% |
| Returns for 10 years | 75.12 | 65.32 | 115% |
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