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ICMVX vs RLEFX
ICMVX vs RLEFX Comparison
Open Charts ICMVX vs RLEFX
Intrepid Capital Institutional
Price$13.45
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets97.82M
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
ICMVX vs RLEFX Comparison Chart in %
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ICMVX vs. RLEFX commentary
Jul 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. ICMVX (97.8M). ICMVX pays higher dividends than RLEFX: ICMVX (2.61) vs RLEFX (2.01). ICMVX was incepted earlier than RLEFX: ICMVX (15 years) vs RLEFX (10 years). ICMVX (1.68) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. ICMVX (33.00). RLEFX has a lower initial minimum investment than ICMVX: RLEFX (250) vs ICMVX (250000). ICMVX annual gain was more profitable for investors over the last year : 15.94 vs. RLEFX (10.46). ICMVX return over 5 years is better than : 66.57 vs. RLEFX (40.77).
| ICMVX | RLEFX | ICMVX / RLEFX | |
| Total Expense Ratio | 1.16 | 0.39 | 297% |
| Annual Report Gross Expense Ratio | 1.68 | 0.39 | 431% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 7.788 | 9.133 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 97.8M | 254B | 0% |
| Annual Yield % from dividends | 2.61 | 2.01 | 130% |
| Returns for 1 year | 15.94 | 10.46 | 152% |
| Returns for 3 years | 42.03 | 35.42 | 119% |
| Returns for 5 years | 66.57 | 40.77 | 163% |
| Returns for 10 years | 57.38 | N/A | - |