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ICMVX vs RLEFX
ICMVX vs RLEFX Comparison
Open Charts ICMVX vs RLEFX
Intrepid Capital Institutional
Price$13.29
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets95.8M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
ICMVX vs RLEFX Comparison Chart in %
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ICMVX vs. RLEFX commentary
Jul 06, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. ICMVX (95.8M). ICMVX pays higher dividends than RLEFX: ICMVX (2.61) vs RLEFX (2.01). 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 : 15.83 vs. RLEFX (8.07). ICMVX return over 5 years is better than : 68.76 vs. RLEFX (42.56).
| 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 | 6.506 | 8.164 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.8M | 252B | 0% |
| Annual Yield % from dividends | 2.61 | 2.01 | 130% |
| Returns for 1 year | 15.83 | 8.07 | 196% |
| Returns for 3 years | 42.64 | 35.76 | 119% |
| Returns for 5 years | 68.76 | 42.56 | 162% |
| Returns for 10 years | 51.73 | N/A | - |
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