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BALCX vs IMOAX
BALCX vs IMOAX Comparison
Open Charts BALCX vs IMOAX
American Funds American Balanced C
Price$38.84
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets267.37B
Transamerica Asset Allocation Mod A
Price$13.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.13B
BALCX vs IMOAX Comparison Chart in %
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BALCX vs. IMOAX 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 IMOAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 267B vs. IMOAX (1.13B). IMOAX pays higher dividends than BALCX: IMOAX (1.80) vs BALCX (1.12). BALCX was incepted earlier than IMOAX: BALCX (25 years) vs IMOAX (24 years). BALCX (1.31) is less costly to investors than IMOAX (1.08). BALCX is a more actively managed with annual turnover of: 44.00 vs. IMOAX (17.00). BALCX has a lower initial minimum investment than IMOAX: BALCX (250) vs IMOAX (1000). IMOAX annual gain was more profitable for investors over the last year : 9.28 vs. BALCX (8.81). BALCX return over 5 years is better than : 39.45 vs. IMOAX (20.30).
| BALCX | IMOAX | BALCX / IMOAX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 14.484 | 13.467 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| 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 | 9.28 | 95% |
| Returns for 3 years | 47.50 | 40.04 | 119% |
| Returns for 5 years | 39.45 | 20.30 | 194% |
| Returns for 10 years | 65.51 | 22.60 | 290% |
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