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BALCX vs ICMVX
BALCX vs ICMVX Comparison
Open Charts BALCX vs ICMVX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Intrepid Capital Institutional
Price$12.97
Change-$0.19 (-1.44%)
VolumeN/A
Net Assets87.18M
BALCX vs ICMVX Comparison Chart
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BALCX vs. ICMVX commentary
Feb 23, 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: 242B vs. ICMVX (87.2M). 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 : 15.61 vs. BALCX (8.38). ICMVX return over 5 years is better than : 46.93 vs. BALCX (26.14).
| 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 | 2.790 | 1.805 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 87.2M | 277,523% |
| Annual Yield % from dividends | 1.59 | 4.00 | 40% |
| Returns for 1 year | 8.38 | 15.61 | 54% |
| Returns for 3 years | 15.69 | 24.39 | 64% |
| Returns for 5 years | 26.14 | 46.93 | 56% |
| Returns for 10 years | 46.66 | 43.16 | 108% |
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