Interact to see
Advertisement
Advertisement
BALCX vs ICMVX
BALCX vs ICMVX Comparison
Open Charts BALCX vs ICMVX
American Funds American Balanced C
Price$37.99
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Intrepid Capital Institutional
Price$14.36
Change+$0.09 (+0.63%)
VolumeN/A
Net Assets111.33M
BALCX vs ICMVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. ICMVX commentary
Feb 05, 2026
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 Hold and ICMVX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. ICMVX (111M). ICMVX pays higher dividends than BALCX: ICMVX (2.29) vs BALCX (1.25). BALCX was incepted earlier than ICMVX: BALCX (25 years) vs ICMVX (16 years). ICMVX (1.68) is less costly to investors than BALCX (1.31). ICMVX is a more actively managed with annual turnover of: 47.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than ICMVX: BALCX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 13.21 vs. BALCX (9.86). ICMVX return over 5 years is better than : 45.42 vs. BALCX (31.19).
| BALCX | ICMVX | BALCX / ICMVX | |
| Total Expense Ratio | 1.31 | 1.16 | 113% |
| Annual Report Gross Expense Ratio | 1.31 | 1.68 | 78% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 2.261 | 1.628 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 111M | 243,243% |
| Annual Yield % from dividends | 1.25 | 2.29 | 55% |
| Returns for 1 year | 9.86 | 13.21 | 75% |
| Returns for 3 years | 33.55 | 44.56 | 75% |
| Returns for 5 years | 31.19 | 45.42 | 69% |
| Returns for 10 years | 79.29 | 86.63 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement