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BALCX vs ICMVX
BALCX vs ICMVX Comparison
Open Charts BALCX vs ICMVX
American Funds American Balanced C
Price$38.35
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.89B
Intrepid Capital Institutional
Price$13.62
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets101.53M
BALCX vs ICMVX Comparison Chart in %
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BALCX vs. ICMVX commentary
Nov 20, 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 Hold and ICMVX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 264B vs. ICMVX (102M). ICMVX pays higher dividends than BALCX: ICMVX (2.41) vs BALCX (1.10). BALCX was incepted earlier than ICMVX: BALCX (25 years) vs ICMVX (16 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 : 9.83 vs. BALCX (8.00). ICMVX return over 5 years is better than : 53.69 vs. BALCX (33.87).
| 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 | 16 years | - |
| Gain YTD | 13.040 | 9.655 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 102M | 258,824% |
| Annual Yield % from dividends | 1.10 | 2.41 | 46% |
| Returns for 1 year | 8.00 | 9.83 | 81% |
| Returns for 3 years | 37.81 | 40.95 | 92% |
| Returns for 5 years | 33.87 | 53.69 | 63% |
| Returns for 10 years | 63.16 | 63.12 | 100% |
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