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ICMVX vs RLEFX
ICMVX vs RLEFX Comparison
Open Charts ICMVX vs RLEFX
Intrepid Capital Institutional
Price$12.44
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets85.8M
American Funds American Balanced R5E
Price$34.11
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets232.27B
ICMVX vs RLEFX Comparison Chart
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ICMVX vs. RLEFX commentary
May 02, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 232B vs. ICMVX (85.8M). ICMVX pays higher dividends than RLEFX: ICMVX (2.85) vs RLEFX (2.17). ICMVX was incepted earlier than RLEFX: ICMVX (15 years) vs RLEFX (9 years). ICMVX (1.68) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). RLEFX has a lower initial minimum investment than ICMVX: RLEFX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 10.39 vs. RLEFX (6.72). ICMVX return over 5 years is better than : 68.04 vs. RLEFX (38.91).
| ICMVX | RLEFX | ICMVX / RLEFX | |
| Total Expense Ratio | 1.16 | 0.39 | 297% |
| Annual Report Gross Expense Ratio | 1.68 | 0.39 | 431% |
| Fund Existence | 15 years | 9 years | - |
| Gain YTD | -1.133 | -0.198 | 573% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.8M | 232B | 0% |
| Annual Yield % from dividends | 2.85 | 2.17 | 131% |
| Returns for 1 year | 10.39 | 6.72 | 155% |
| Returns for 3 years | 24.06 | 19.05 | 126% |
| Returns for 5 years | 68.04 | 38.91 | 175% |
| Returns for 10 years | 35.59 | N/A | - |
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