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BALCX vs ICMVX
BALCX vs ICMVX Comparison
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BALCX vs ICMVX Comparison Chart in %
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BALCX vs. ICMVX commentary
Aug 03, 2026
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: 288B vs. ICMVX (125M). ICMVX pays higher dividends than BALCX: ICMVX (1.82) vs BALCX (1.16). BALCX was incepted earlier than ICMVX: BALCX (25 years) vs ICMVX (16 years). ICMVX (1.48) is less costly to investors than BALCX (1.30). BALCX is a more actively managed with annual turnover of: 50.00 vs. ICMVX (47.00). 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 : 12.58 vs. BALCX (10.48). ICMVX return over 5 years is better than : 37.57 vs. BALCX (28.31).
| BALCX | ICMVX | BALCX / ICMVX | |
| Total Expense Ratio | 1.30 | 1.16 | 112% |
| Annual Report Gross Expense Ratio | 1.30 | 1.48 | 88% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 7.959 | 5.476 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 125M | 230,400% |
| Annual Yield % from dividends | 1.16 | 1.82 | 63% |
| Returns for 1 year | 10.48 | 12.58 | 83% |
| Returns for 3 years | 35.58 | 45.68 | 78% |
| Returns for 5 years | 28.31 | 37.57 | 75% |
| Returns for 10 years | 73.63 | 69.07 | 107% |
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