Interact to see
Advertisement
Advertisement
BALCX vs ICMBX
BALCX vs ICMBX Comparison
Open Charts BALCX vs ICMBX
American Funds American Balanced C
Price$37.11
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
Intrepid Capital Investor
Price$13.41
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets100.98M
BALCX vs ICMBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. ICMBX commentary
Aug 18, 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 BALCX is a Buy and ICMBX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 256B vs. ICMBX (101M). ICMBX pays higher dividends than BALCX: ICMBX (2.40) vs BALCX (1.18). BALCX was incepted earlier than ICMBX: BALCX (24 years) vs ICMBX (21 years). ICMBX (1.93) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. ICMBX (33.00). BALCX has a lower initial minimum investment than ICMBX: BALCX (250) vs ICMBX (2500). ICMBX annual gain was more profitable for investors over the last year : 15.68 vs. BALCX (7.16). ICMBX return over 5 years is better than : 58.06 vs. BALCX (33.87).
| BALCX | ICMBX | BALCX / ICMBX | |
| Total Expense Ratio | 1.31 | 1.41 | 93% |
| Annual Report Gross Expense Ratio | 1.31 | 1.93 | 68% |
| Fund Existence | 24 years | 21 years | - |
| Gain YTD | 9.274 | 7.927 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 101M | 253,465% |
| Annual Yield % from dividends | 1.18 | 2.40 | 49% |
| Returns for 1 year | 7.16 | 15.68 | 46% |
| Returns for 3 years | 27.12 | 33.86 | 80% |
| Returns for 5 years | 33.87 | 58.06 | 58% |
| Returns for 10 years | 59.19 | 54.03 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers