Intrepid Capital Fund (ICMBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ICMBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ICMBX
ICMBX charges 1.40% annually. There are 497 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | ICMBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ICMBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ICMBX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | ICMBX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | ICMBX vs BWBIX |
Best Risk-Adjusted Alternatives to ICMBX
ICMBX has a PortfoliosLab risk / return rank of 50. There are 379 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | ICMBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ICMBX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ICMBX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | ICMBX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | ICMBX vs FSRRX |
Top Performing ICMBX Alternatives (YTD)
ICMBX is at 6.17% YTD. There are 279 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | ICMBX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | ICMBX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | ICMBX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | ICMBX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | ICMBX vs BRUFX |
Lowest Volatility Alternatives to ICMBX
ICMBX has 9.06% 1-year volatility. There are 298 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | ICMBX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | ICMBX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | ICMBX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | ICMBX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ICMBX vs CSTAX |
Lowest Drawdown Alternatives to ICMBX
ICMBX has a 1-year max drawdown of -6.89%. There are 337 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | ICMBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ICMBX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ICMBX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ICMBX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ICMBX vs CSTAX |
Other Mutual Funds from Intrepid
The 1 most viewed Intrepid mutual funds shown here include ICMUX and span 3 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Intrepid Income Fund | Multisector Bonds, High Yield Bonds, Actively Managed | 97 | 2.85% | — | Aug 2010 | ICMBX vs ICMUX |
Often Compared With ICMBX
Investors most often compare ICMBX with XLK, OXSQ, CONWX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare ICMBX with Any Fund or Stock
Compare ICMBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ICMBX with funds that move differently
Intrepid Capital Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ICMBX.
Explore ICMBX Diversifiers