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ICMVX vs RLBGX
ICMVX vs RLBGX Comparison
Open Charts ICMVX vs RLBGX
Intrepid Capital Institutional
Price$13.29
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets95.8M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ICMVX vs RLBGX Comparison Chart in %
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ICMVX vs. RLBGX commentary
Jul 07, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. ICMVX (95.8M). ICMVX pays higher dividends than RLBGX: ICMVX (2.61) vs RLBGX (2.15). ICMVX was incepted earlier than RLBGX: ICMVX (15 years) vs RLBGX (16 years). ICMVX (1.68) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). RLBGX has a lower initial minimum investment than ICMVX: RLBGX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 15.83 vs. RLBGX (8.24). ICMVX return over 5 years is better than : 68.76 vs. RLBGX (43.50).
| ICMVX | RLBGX | ICMVX / RLBGX | |
| Total Expense Ratio | 1.16 | 0.25 | 464% |
| Annual Report Gross Expense Ratio | 1.68 | 0.25 | 672% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 6.506 | 8.259 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.8M | 252B | 0% |
| Annual Yield % from dividends | 2.61 | 2.15 | 122% |
| Returns for 1 year | 15.83 | 8.24 | 192% |
| Returns for 3 years | 42.64 | 36.31 | 117% |
| Returns for 5 years | 68.76 | 43.50 | 158% |
| Returns for 10 years | 51.73 | 68.54 | 75% |