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BALCX vs ICMVX
BALCX vs ICMVX Comparison
Open Charts BALCX vs ICMVX
American Funds American Balanced C
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets217.49B
Intrepid Capital Institutional
Price$12.20
Change+$0.62 (+5.35%)
VolumeN/A
Net Assets79.39M
BALCX vs ICMVX Comparison Chart
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BALCX vs. ICMVX commentary
Apr 11, 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: 217B vs. ICMVX (79.4M). ICMVX pays higher dividends than BALCX: ICMVX (2.84) vs BALCX (1.28). BALCX was incepted earlier than ICMVX: BALCX (24 years) vs ICMVX (15 years). ICMVX (1.68) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 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 : 1.09 vs. BALCX (-4.30). ICMVX return over 5 years is better than : 58.92 vs. BALCX (26.21).
| BALCX | ICMVX | BALCX / ICMVX | |
| Total Expense Ratio | 1.32 | 1.16 | 114% |
| Annual Report Gross Expense Ratio | 1.32 | 1.68 | 79% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | -7.130 | -7.820 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 79.4M | 273,300% |
| Annual Yield % from dividends | 1.28 | 2.84 | 45% |
| Returns for 1 year | -4.30 | 1.09 | -394% |
| Returns for 3 years | 3.18 | 11.16 | 28% |
| Returns for 5 years | 26.21 | 58.92 | 44% |
| Returns for 10 years | 34.21 | 28.78 | 119% |
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