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BALCX vs ICMVX
BALCX vs ICMVX Comparison
Open Charts BALCX vs ICMVX
American Funds American Balanced C
Price$38.67
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Intrepid Capital Institutional
Price$13.80
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets103.03M
BALCX vs ICMVX Comparison Chart in %
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BALCX vs. ICMVX commentary
Oct 21, 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 ICMVX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. ICMVX (103M). ICMVX pays higher dividends than BALCX: ICMVX (2.37) vs BALCX (1.12). BALCX was incepted earlier than ICMVX: BALCX (25 years) vs ICMVX (15 years). ICMVX (1.68) is less costly to investors than BALCX (1.31). BALCX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). 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 : 14.43 vs. BALCX (7.88). ICMVX return over 5 years is better than : 61.74 vs. BALCX (37.80).
| 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 | 15 years | - |
| Gain YTD | 13.983 | 11.104 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 103M | 258,252% |
| Annual Yield % from dividends | 1.12 | 2.37 | 47% |
| Returns for 1 year | 7.88 | 14.43 | 55% |
| Returns for 3 years | 47.51 | 49.07 | 97% |
| Returns for 5 years | 37.80 | 61.74 | 61% |
| Returns for 10 years | 67.75 | 66.94 | 101% |