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BALCX vs IMDRX
BALCX vs IMDRX Comparison
Open Charts BALCX vs IMDRX
American Funds American Balanced C
Price$39.35
Change-$0.49 (-1.23%)
VolumeN/A
Net Assets269.37B
Transamerica Asset Allocation Mod R
Price$13.06
Change-$0.09 (-0.68%)
VolumeN/A
Net Assets1.13B
BALCX vs IMDRX Comparison Chart in %
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BALCX vs. IMDRX commentary
Dec 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 StrongBuy 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 (1.77) vs BALCX (1.08). BALCX was incepted earlier than IMDRX: BALCX (25 years) vs IMDRX (20 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). BALCX annual gain was more profitable for investors over the last year : 9.79 vs. IMDRX (8.43). BALCX return over 5 years is better than : 36.51 vs. IMDRX (13.67).
| 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 | 20 years | - |
| Gain YTD | 17.432 | 14.747 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.13B | 23,784% |
| Annual Yield % from dividends | 1.08 | 1.77 | 61% |
| Returns for 1 year | 9.79 | 8.43 | 116% |
| Returns for 3 years | 40.91 | 32.55 | 126% |
| Returns for 5 years | 36.51 | 13.67 | 267% |
| Returns for 10 years | 72.83 | 24.76 | 294% |
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