Ad is loading...
BALCX vs ICMVX
BALCX vs ICMVX Comparison
Open Charts BALCX vs ICMVX
American Funds American Balanced C
Price$34.80
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
Intrepid Capital Institutional
Price$12.96
Change-$0.07 (-0.54%)
VolumeN/A
CapitalizationN/A
BALCX vs ICMVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. ICMVX commentary
Dec 19, 2024
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 Hold and ICMVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 230B vs. ICMVX (87M). ICMVX pays higher dividends than BALCX: ICMVX (4.00) vs BALCX (1.59). BALCX was incepted earlier than ICMVX: BALCX (24 years) vs ICMVX (15 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. ICMVX (57.00). 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 : 18.86 vs. BALCX (11.89). ICMVX return over 5 years is better than : 45.59 vs. BALCX (28.93).
| BALCX | ICMVX | BALCX / ICMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 10.937 | 17.646 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 87M | 264,368% |
| Annual Yield % from dividends | 1.59 | 4.00 | 40% |
| Returns for 1 year | 11.89 | 18.86 | 63% |
| Returns for 3 years | 10.17 | 19.96 | 51% |
| Returns for 5 years | 28.93 | 45.59 | 63% |
| Returns for 10 years | 40.96 | 33.09 | 124% |
View a ticker or compare two or three
VS
VS
Ad is loading...