Interact to see
Advertisement
Advertisement
ICMVX vs RLBFX
ICMVX vs RLBFX Comparison
Open Charts ICMVX vs RLBFX
Intrepid Capital Institutional
Price$13.86
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets102.98M
American Funds American Balanced R5
Price$38.57
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
ICMVX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ICMVX vs. RLBFX commentary
Sep 29, 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. ICMVX (103M). ICMVX pays higher dividends than RLBFX: ICMVX (2.51) vs RLBFX (2.05). ICMVX was incepted earlier than RLBFX: ICMVX (15 years) vs RLBFX (23 years). ICMVX (1.68) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). RLBFX has a lower initial minimum investment than ICMVX: RLBFX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 15.69 vs. RLBFX (8.42). ICMVX return over 5 years is better than : 67.86 vs. RLBFX (46.33).
| ICMVX | RLBFX | ICMVX / RLBFX | |
| Total Expense Ratio | 1.16 | 0.29 | 400% |
| Annual Report Gross Expense Ratio | 1.68 | 0.29 | 579% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | 11.074 | 13.390 | 83% |
| 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 | 2.05 | 123% |
| Returns for 1 year | 15.69 | 8.42 | 186% |
| Returns for 3 years | 53.81 | 52.65 | 102% |
| Returns for 5 years | 67.86 | 46.33 | 146% |
| Returns for 10 years | 72.44 | 86.14 | 84% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement