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ICMBX vs RLBEX
ICMBX vs RLBEX Comparison
Open Charts ICMBX vs RLBEX
Intrepid Capital Investor
Price$12.15
Change-$0.42 (-3.34%)
VolumeN/A
Net Assets85.56M
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
ICMBX vs RLBEX Comparison Chart
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ICMBX vs. RLBEX commentary
Apr 04, 2025
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 ICMBX is a Buy and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B vs. ICMBX (85.6M). ICMBX pays higher dividends than RLBEX: ICMBX (2.66) vs RLBEX (1.97). ICMBX was incepted earlier than RLBEX: ICMBX (20 years) vs RLBEX (23 years). ICMBX (1.93) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. ICMBX (33.00). RLBEX has a lower initial minimum investment than ICMBX: RLBEX (250) vs ICMBX (2500). ICMBX annual gain was more profitable for investors over the last year : 9.72 vs. RLBEX (1.35). ICMBX return over 5 years is better than : 86.60 vs. RLBEX (46.09).
| ICMBX | RLBEX | ICMBX / RLBEX | |
| Total Expense Ratio | 1.41 | 0.60 | 235% |
| Annual Report Gross Expense Ratio | 1.93 | 0.60 | 322% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.553 | -2.180 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.6M | 235B | 0% |
| Annual Yield % from dividends | 2.66 | 1.97 | 135% |
| Returns for 1 year | 9.72 | 1.35 | 721% |
| Returns for 3 years | 18.51 | 9.13 | 203% |
| Returns for 5 years | 86.60 | 46.09 | 188% |
| Returns for 10 years | 38.33 | 49.74 | 77% |