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BALCX vs IMDRX
BALCX vs IMDRX Comparison
Open Charts BALCX vs IMDRX
American Funds American Balanced C
Price$38.94
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
Transamerica Asset Allocation Mod R
Price$12.97
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets1.12B
BALCX vs IMDRX Comparison Chart in %
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BALCX vs. IMDRX commentary
Oct 21, 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: 266B vs. IMDRX (1.12B). 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). BALCX annual gain was more profitable for investors over the last year : 8.58 vs. IMDRX (7.68). BALCX return over 5 years is better than : 40.10 vs. IMDRX (18.52).
| 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 | 14.779 | 12.478 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.12B | 23,687% |
| Annual Yield % from dividends | 1.12 | 1.80 | 62% |
| Returns for 1 year | 8.58 | 7.68 | 112% |
| Returns for 3 years | 47.88 | 38.29 | 125% |
| Returns for 5 years | 40.10 | 18.52 | 216% |
| Returns for 10 years | 65.94 | 19.53 | 338% |
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