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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 23, 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: 283B vs. ICMVX (144M). 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 : 13.64 vs. BALCX (11.76). ICMVX return over 5 years is better than : 43.66 vs. BALCX (29.99).
| 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 | 9.604 | 7.271 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 144M | 196,528% |
| Annual Yield % from dividends | 1.16 | 1.82 | 63% |
| Returns for 1 year | 11.76 | 13.64 | 86% |
| Returns for 3 years | 41.83 | 50.08 | 84% |
| Returns for 5 years | 29.99 | 43.66 | 69% |
| Returns for 10 years | 74.16 | 68.40 | 108% |
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