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BALFX vs ICMBX
BALFX vs ICMBX Comparison
Open Charts BALFX vs ICMBX
BALFX vs ICMBX Comparison Chart in %
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BALFX vs. ICMBX commentary
Aug 17, 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 BALFX is a Buy and ICMBX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 283B vs. ICMBX (143M). BALFX pays higher dividends than ICMBX: BALFX (1.78) vs ICMBX (1.65). BALFX was incepted earlier than ICMBX: BALFX (25 years) vs ICMBX (22 years). ICMBX (1.73) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. ICMBX (47.00). BALFX has a lower initial minimum investment than ICMBX: BALFX (250) vs ICMBX (2500). ICMBX (12.11) and BALFX (11.76) have marching annual gain over last year. ICMBX return over 5 years is better than : 40.57 vs. BALFX (33.44).
| BALFX | ICMBX | BALFX / ICMBX | |
| Total Expense Ratio | 0.61 | 1.41 | 43% |
| Annual Report Gross Expense Ratio | 0.61 | 1.73 | 35% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 10.359 | 6.892 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 283B | 143M | 197,902% |
| Annual Yield % from dividends | 1.78 | 1.65 | 108% |
| Returns for 1 year | 11.76 | 12.11 | 97% |
| Returns for 3 years | 44.09 | 47.98 | 92% |
| Returns for 5 years | 33.44 | 40.57 | 82% |
| Returns for 10 years | 83.80 | 65.32 | 128% |
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