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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
Jul 26, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 288B vs. ICMBX (124M). ICMBX pays higher dividends than BALCX: ICMBX (1.64) vs BALCX (1.14). 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 (9.74) and BALCX (9.54) have marching annual gain over last year. ICMBX return over 5 years is better than : 35.00 vs. BALCX (27.72).
| 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 | 7.366 | 3.933 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 124M | 232,258% |
| Annual Yield % from dividends | 1.14 | 1.64 | 69% |
| Returns for 1 year | 9.54 | 9.74 | 98% |
| Returns for 3 years | 34.70 | 44.01 | 79% |
| Returns for 5 years | 27.72 | 35.00 | 79% |
| Returns for 10 years | 71.56 | 61.44 | 116% |
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