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BALCX vs ICMVX
BALCX vs ICMVX Comparison
Open Charts BALCX vs ICMVX
American Funds American Balanced C
Price$38.63
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets265.83B
Intrepid Capital Institutional
Price$13.74
Change-$0.10 (-0.72%)
VolumeN/A
Net Assets103.39M
BALCX vs ICMVX Comparison Chart in %
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BALCX vs. ICMVX commentary
Oct 17, 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: 266B vs. ICMVX (103M). ICMVX pays higher dividends than BALCX: ICMVX (2.37) vs BALCX (1.12). BALCX was incepted earlier than ICMVX: BALCX (25 years) vs ICMVX (15 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 : 14.85 vs. BALCX (7.92). ICMVX return over 5 years is better than : 62.20 vs. BALCX (37.66).
| 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 | 15 years | - |
| Gain YTD | 13.865 | 11.426 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 103M | 258,252% |
| Annual Yield % from dividends | 1.12 | 2.37 | 47% |
| Returns for 1 year | 7.92 | 14.85 | 53% |
| Returns for 3 years | 48.39 | 50.97 | 95% |
| Returns for 5 years | 37.66 | 62.20 | 61% |
| Returns for 10 years | 67.51 | 67.73 | 100% |
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