Interact to see
Advertisement
Advertisement
BALFX vs ICMBX
BALFX vs ICMBX Comparison
Open Charts BALFX vs ICMBX
BALFX vs ICMBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. ICMBX commentary
Sep 10, 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 Hold and ICMBX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. ICMBX (140M). BALFX pays higher dividends than ICMBX: BALFX (1.76) vs ICMBX (1.64). BALFX was incepted earlier than ICMBX: BALFX (26 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). BALFX annual gain was more profitable for investors over the last year : 8.55 vs. ICMBX (7.46). ICMBX return over 5 years is better than : 38.50 vs. BALFX (32.05).
| BALFX | ICMBX | BALFX / ICMBX | |
| Total Expense Ratio | 0.61 | 1.41 | 43% |
| Annual Report Gross Expense Ratio | 0.61 | 1.73 | 35% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 9.017 | 4.438 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 140M | 203,571% |
| Annual Yield % from dividends | 1.76 | 1.64 | 107% |
| Returns for 1 year | 8.55 | 7.46 | 115% |
| Returns for 3 years | 42.15 | 44.18 | 95% |
| Returns for 5 years | 32.05 | 38.50 | 83% |
| Returns for 10 years | 84.36 | 61.24 | 138% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement