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ICMVX vs RLBEX
ICMVX vs RLBEX Comparison
Open Charts ICMVX vs RLBEX
Intrepid Capital Institutional
Price$13.86
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets102.98M
American Funds American Balanced R4
Price$38.44
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
ICMVX vs RLBEX Comparison Chart in %
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ICMVX vs. RLBEX commentary
Sep 28, 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 Buy and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. ICMVX (103M). ICMVX pays higher dividends than RLBEX: ICMVX (2.51) vs RLBEX (1.79). ICMVX was incepted earlier than RLBEX: ICMVX (15 years) vs RLBEX (23 years). ICMVX (1.68) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). RLBEX has a lower initial minimum investment than ICMVX: RLBEX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 15.69 vs. RLBEX (8.10). ICMVX return over 5 years is better than : 67.86 vs. RLBEX (44.44).
| ICMVX | RLBEX | ICMVX / RLBEX | |
| Total Expense Ratio | 1.16 | 0.59 | 197% |
| Annual Report Gross Expense Ratio | 1.68 | 0.59 | 285% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.074 | 13.159 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103M | 263B | 0% |
| Annual Yield % from dividends | 2.51 | 1.79 | 141% |
| Returns for 1 year | 15.69 | 8.10 | 194% |
| Returns for 3 years | 53.81 | 51.36 | 105% |
| Returns for 5 years | 67.86 | 44.44 | 153% |
| Returns for 10 years | 72.44 | 85.05 | 85% |
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