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ICMBX vs RLBFX
ICMBX vs RLBFX Comparison
Open Charts ICMBX vs RLBFX
Intrepid Capital Investor
Price$12.15
Change-$0.42 (-3.34%)
VolumeN/A
Net Assets85.56M
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
ICMBX vs RLBFX Comparison Chart
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ICMBX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. ICMBX (85.6M). ICMBX pays higher dividends than RLBFX: ICMBX (2.66) vs RLBFX (2.26). ICMBX was incepted earlier than RLBFX: ICMBX (20 years) vs RLBFX (23 years). ICMBX (1.93) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. ICMBX (33.00). RLBFX has a lower initial minimum investment than ICMBX: RLBFX (250) vs ICMBX (2500). ICMBX annual gain was more profitable for investors over the last year : 9.72 vs. RLBFX (1.68). ICMBX return over 5 years is better than : 86.60 vs. RLBFX (48.03).
| ICMBX | RLBFX | ICMBX / RLBFX | |
| Total Expense Ratio | 1.41 | 0.30 | 470% |
| Annual Report Gross Expense Ratio | 1.93 | 0.30 | 643% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 0.553 | -2.099 | -26% |
| 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 | 2.26 | 118% |
| Returns for 1 year | 9.72 | 1.68 | 579% |
| Returns for 3 years | 18.51 | 9.95 | 186% |
| Returns for 5 years | 86.60 | 48.03 | 180% |
| Returns for 10 years | 38.33 | 50.46 | 76% |
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