Interact to see
Advertisement
Advertisement
BALFX vs IMOAX
BALFX vs IMOAX Comparison
Open Charts BALFX vs IMOAX
American Funds American Balanced F1
Price$39.14
Change-$0.10 (-0.25%)
VolumeN/A
Net Assets267.37B
Transamerica Asset Allocation Mod A
Price$13.06
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.13B
BALFX vs IMOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX 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 BALFX is a Buy and IMOAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 267B vs. IMOAX (1.13B). IMOAX (1.80) and BALFX (1.72) have matching dividends . BALFX was incepted earlier than IMOAX: BALFX (25 years) vs IMOAX (24 years). IMOAX (1.08) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. IMOAX (17.00). BALFX has a lower initial minimum investment than IMOAX: BALFX (250) vs IMOAX (1000). BALFX (9.57) and IMOAX (9.28) have marching annual gain over last year. BALFX return over 5 years is better than : 43.66 vs. IMOAX (20.30).
| BALFX | IMOAX | BALFX / IMOAX | |
| Total Expense Ratio | 0.61 | 1.08 | 56% |
| Annual Report Gross Expense Ratio | 0.61 | 1.08 | 56% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 15.103 | 13.467 | 112% |
| 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 | 1.72 | 1.80 | 96% |
| Returns for 1 year | 9.57 | 9.28 | 103% |
| Returns for 3 years | 50.43 | 40.04 | 126% |
| Returns for 5 years | 43.66 | 20.30 | 215% |
| Returns for 10 years | 72.93 | 22.60 | 323% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement