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ICMBX vs RLEFX
ICMBX vs RLEFX Comparison
Open Charts ICMBX vs RLEFX
Intrepid Capital Investor
Price$12.36
Change+$0.13 (+1.06%)
VolumeN/A
Net Assets84.88M
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
ICMBX vs RLEFX Comparison Chart
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ICMBX vs. RLEFX commentary
Apr 25, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 227B vs. ICMBX (84.9M). ICMBX pays higher dividends than RLEFX: ICMBX (2.66) vs RLEFX (2.16). ICMBX was incepted earlier than RLEFX: ICMBX (20 years) vs RLEFX (9 years). ICMBX (1.93) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. ICMBX (33.00). RLEFX has a lower initial minimum investment than ICMBX: RLEFX (250) vs ICMBX (2500). ICMBX annual gain was more profitable for investors over the last year : 9.36 vs. RLEFX (4.35). ICMBX return over 5 years is better than : 66.98 vs. RLEFX (36.87).
| ICMBX | RLEFX | ICMBX / RLEFX | |
| Total Expense Ratio | 1.41 | 0.40 | 352% |
| Annual Report Gross Expense Ratio | 1.93 | 0.40 | 482% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -2.167 | -1.485 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.9M | 227B | 0% |
| Annual Yield % from dividends | 2.66 | 2.16 | 123% |
| Returns for 1 year | 9.36 | 4.35 | 215% |
| Returns for 3 years | 19.50 | 14.97 | 130% |
| Returns for 5 years | 66.98 | 36.87 | 182% |
| Returns for 10 years | 33.57 | N/A | - |
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