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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
Jul 26, 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 Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 288B vs. ICMBX (124M). BALFX pays higher dividends than ICMBX: BALFX (1.75) vs ICMBX (1.64). 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). BALFX annual gain was more profitable for investors over the last year : 10.36 vs. ICMBX (9.74). ICMBX return over 5 years is better than : 35.00 vs. BALFX (31.63).
| 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 | 7.782 | 3.933 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 288B | 124M | 232,258% |
| Annual Yield % from dividends | 1.75 | 1.64 | 107% |
| Returns for 1 year | 10.36 | 9.74 | 106% |
| Returns for 3 years | 37.64 | 44.01 | 86% |
| Returns for 5 years | 31.63 | 35.00 | 90% |
| Returns for 10 years | 80.16 | 61.44 | 130% |
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