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BALCX vs IMDRX
BALCX vs IMDRX Comparison
Open Charts BALCX vs IMDRX
American Funds American Balanced C
Price$38.71
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Transamerica Asset Allocation Mod R
Price$12.92
Change-$0.15 (-1.15%)
VolumeN/A
Net Assets1.13B
BALCX vs IMDRX Comparison Chart in %
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BALCX vs. IMDRX commentary
Nov 14, 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 BALCX is a Buy and IMDRX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. IMDRX (1.13B). IMDRX pays higher dividends than BALCX: IMDRX (1.78) vs BALCX (1.10). BALCX was incepted earlier than IMDRX: BALCX (25 years) vs IMDRX (19 years). IMDRX (1.33) and BALCX (1.31) have similar cost to investors . BALCX is a more actively managed with annual turnover of: 44.00 vs. IMDRX (17.00). IMDRX has a lower initial minimum investment than BALCX: IMDRX (0) vs BALCX (250). IMDRX annual gain was more profitable for investors over the last year : 8.46 vs. BALCX (7.94). BALCX return over 5 years is better than : 35.35 vs. IMDRX (15.46).
| BALCX | IMDRX | BALCX / IMDRX | |
| Total Expense Ratio | 1.31 | 1.33 | 98% |
| Annual Report Gross Expense Ratio | 1.31 | 1.33 | 98% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 14.101 | 12.740 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.13B | 23,763% |
| Annual Yield % from dividends | 1.10 | 1.78 | 62% |
| Returns for 1 year | 7.94 | 8.46 | 94% |
| Returns for 3 years | 39.68 | 32.52 | 122% |
| Returns for 5 years | 35.35 | 15.46 | 229% |
| Returns for 10 years | 66.50 | 20.98 | 317% |
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