Interact to see
Advertisement
Advertisement
BALFX vs ICMVX
BALFX vs ICMVX Comparison
Open Charts BALFX vs ICMVX
BALFX vs ICMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. ICMVX commentary
Sep 12, 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 ICMVX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 285B vs. ICMVX (139M). ICMVX (1.82) and BALFX (1.76) have matching dividends . BALFX was incepted earlier than ICMVX: BALFX (26 years) vs ICMVX (16 years). ICMVX (1.48) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 50.00 vs. ICMVX (47.00). BALFX has a lower initial minimum investment than ICMVX: BALFX (250) vs ICMVX (250000). BALFX annual gain was more profitable for investors over the last year : 6.65 vs. ICMVX (5.81). ICMVX return over 5 years is better than : 38.54 vs. BALFX (31.40).
| BALFX | ICMVX | BALFX / ICMVX | |
| Total Expense Ratio | 0.61 | 1.16 | 53% |
| Annual Report Gross Expense Ratio | 0.61 | 1.48 | 41% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 8.480 | 3.537 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 139M | 205,036% |
| Annual Yield % from dividends | 1.76 | 1.82 | 97% |
| Returns for 1 year | 6.65 | 5.81 | 114% |
| Returns for 3 years | 41.33 | 43.40 | 95% |
| Returns for 5 years | 31.40 | 38.54 | 81% |
| Returns for 10 years | 83.89 | 63.81 | 131% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers