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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
Jun 04, 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 Hold and ICMVX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 279B vs. ICMVX (116M). ICMVX pays higher dividends than BALCX: ICMVX (1.93) 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). BALCX (16.84) and ICMVX (16.12) have marching annual gain over last year. ICMVX return over 5 years is better than : 41.56 vs. BALCX (31.27).
| 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 | 9.372 | 4.084 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 116M | 240,517% |
| Annual Yield % from dividends | 1.16 | 1.93 | 60% |
| Returns for 1 year | 16.84 | 16.12 | 105% |
| Returns for 3 years | 42.32 | 51.04 | 83% |
| Returns for 5 years | 31.27 | 41.56 | 75% |
| Returns for 10 years | 77.17 | 70.65 | 109% |
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