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ICMVX vs RLEFX
ICMVX vs RLEFX Comparison
Open Charts ICMVX vs RLEFX
Intrepid Capital Institutional
Price$12.92
Change-$0.12 (-0.92%)
VolumeN/A
Net Assets93.17M
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ICMVX vs RLEFX Comparison Chart
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ICMVX vs. RLEFX commentary
Jun 15, 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. ICMVX (93.2M). ICMVX pays higher dividends than RLEFX: ICMVX (2.76) vs RLEFX (2.09). ICMVX was incepted earlier than RLEFX: ICMVX (15 years) vs RLEFX (10 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 : 12.79 vs. RLEFX (5.49). ICMVX return over 5 years is better than : 65.07 vs. RLEFX (39.46).
| 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 | 10 years | - |
| Gain YTD | 2.847 | 4.524 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93.2M | 244B | 0% |
| Annual Yield % from dividends | 2.76 | 2.09 | 132% |
| Returns for 1 year | 12.79 | 5.49 | 233% |
| Returns for 3 years | 34.51 | 33.28 | 104% |
| Returns for 5 years | 65.07 | 39.46 | 165% |
| Returns for 10 years | 43.44 | N/A | - |
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