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BALCX vs ICMVX
BALCX vs ICMVX Comparison
Open Charts BALCX vs ICMVX
American Funds American Balanced C
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Intrepid Capital Institutional
Price$12.89
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets85.75M
BALCX vs ICMVX Comparison Chart
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BALCX vs. ICMVX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 240B vs. ICMVX (85.8M). 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 : 17.01 vs. BALCX (11.44). ICMVX return over 5 years is better than : 42.64 vs. BALCX (25.92).
| 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 | 1.938 | 1.177 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 85.8M | 279,720% |
| Annual Yield % from dividends | 1.59 | 4.00 | 40% |
| Returns for 1 year | 11.44 | 17.01 | 67% |
| Returns for 3 years | 10.59 | 19.64 | 54% |
| Returns for 5 years | 25.92 | 42.64 | 61% |
| Returns for 10 years | 49.96 | 46.93 | 106% |