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BALCX vs ICMVX
BALCX vs ICMVX Comparison
Open Charts BALCX vs ICMVX
American Funds American Balanced C
Price$38.23
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
Intrepid Capital Institutional
Price$13.82
Change-$0.07 (-0.50%)
VolumeN/A
Net Assets101.79M
BALCX vs ICMVX Comparison Chart in %
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BALCX vs. ICMVX commentary
Sep 15, 2025
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 ICMVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. ICMVX (102M). ICMVX pays higher dividends than BALCX: ICMVX (2.51) vs BALCX (1.16). BALCX was incepted earlier than ICMVX: BALCX (25 years) vs ICMVX (15 years). ICMVX (1.68) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). BALCX has a lower initial minimum investment than ICMVX: BALCX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 18.24 vs. BALCX (9.49). ICMVX return over 5 years is better than : 66.50 vs. BALCX (38.87).
| BALCX | ICMVX | BALCX / ICMVX | |
| Total Expense Ratio | 1.31 | 1.16 | 113% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 12.572 | 10.754 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 102M | 256,863% |
| Annual Yield % from dividends | 1.16 | 2.51 | 46% |
| Returns for 1 year | 9.49 | 18.24 | 52% |
| Returns for 3 years | 39.37 | 45.79 | 86% |
| Returns for 5 years | 38.87 | 66.50 | 58% |
| Returns for 10 years | 70.34 | 67.22 | 105% |
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