Interact to see
Advertisement
Advertisement
BALCX vs IMDRX
BALCX vs IMDRX Comparison
Open Charts BALCX vs IMDRX
American Funds American Balanced C
Price$38.84
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets267.37B
Transamerica Asset Allocation Mod R
Price$12.98
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.13B
BALCX vs IMDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. IMDRX commentary
Oct 22, 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: 267B vs. IMDRX (1.13B). IMDRX pays higher dividends than BALCX: IMDRX (1.80) vs BALCX (1.12). 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 (9.06) and BALCX (8.81) have marching annual gain over last year. BALCX return over 5 years is better than : 39.45 vs. IMDRX (19.15).
| 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 | 14.484 | 13.264 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 1.13B | 23,628% |
| Annual Yield % from dividends | 1.12 | 1.80 | 62% |
| Returns for 1 year | 8.81 | 9.06 | 97% |
| Returns for 3 years | 47.50 | 39.26 | 121% |
| Returns for 5 years | 39.45 | 19.15 | 206% |
| Returns for 10 years | 65.51 | 20.37 | 322% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers