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BALCX vs ICMVX
BALCX vs ICMVX Comparison
Open Charts BALCX vs ICMVX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Intrepid Capital Institutional
Price$13.49
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets100.98M
BALCX vs ICMVX Comparison Chart in %
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BALCX vs. ICMVX commentary
Aug 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 Buy and ICMVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. ICMVX (101M). ICMVX pays higher dividends than BALCX: ICMVX (2.58) vs BALCX (1.18). BALCX was incepted earlier than ICMVX: BALCX (24 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 : 15.99 vs. BALCX (7.16). ICMVX return over 5 years is better than : 59.68 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 | 24 years | 15 years | - |
| Gain YTD | 9.274 | 8.109 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 101M | 253,465% |
| Annual Yield % from dividends | 1.18 | 2.58 | 46% |
| Returns for 1 year | 7.16 | 15.99 | 45% |
| Returns for 3 years | 27.12 | 34.76 | 78% |
| Returns for 5 years | 33.87 | 59.68 | 57% |
| Returns for 10 years | 59.19 | 57.43 | 103% |
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