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ICMVX vs RLBEX
ICMVX vs RLBEX Comparison
Open Charts ICMVX vs RLBEX
Intrepid Capital Institutional
Price$12.20
Change+$0.62 (+5.35%)
VolumeN/A
Net Assets79.39M
American Funds American Balanced R4
Price$33.41
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets217.49B
ICMVX vs RLBEX Comparison Chart
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ICMVX vs. RLBEX commentary
Apr 11, 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 ICMVX is a Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 217B vs. ICMVX (79.4M). ICMVX pays higher dividends than RLBEX: ICMVX (2.84) vs RLBEX (1.97). ICMVX was incepted earlier than RLBEX: ICMVX (15 years) vs RLBEX (23 years). ICMVX (1.68) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. ICMVX (33.00). RLBEX has a lower initial minimum investment than ICMVX: RLBEX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 1.09 vs. RLBEX (-3.59). ICMVX return over 5 years is better than : 58.92 vs. RLBEX (30.13).
| ICMVX | RLBEX | ICMVX / RLBEX | |
| Total Expense Ratio | 1.16 | 0.60 | 193% |
| Annual Report Gross Expense Ratio | 1.68 | 0.60 | 280% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -7.820 | -6.951 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.4M | 217B | 0% |
| Annual Yield % from dividends | 2.84 | 1.97 | 144% |
| Returns for 1 year | 1.09 | -3.59 | -30% |
| Returns for 3 years | 11.16 | 4.98 | 224% |
| Returns for 5 years | 58.92 | 30.13 | 196% |
| Returns for 10 years | 28.78 | 41.70 | 69% |
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