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BALCX vs IMDRX
BALCX vs IMDRX Comparison
Open Charts BALCX vs IMDRX
American Funds American Balanced C
Price$37.79
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Transamerica Asset Allocation Mod R
Price$12.75
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets1.12B
BALCX vs IMDRX Comparison Chart in %
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BALCX vs. IMDRX commentary
Sep 09, 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: 259B vs. IMDRX (1.12B). IMDRX pays higher dividends than BALCX: IMDRX (1.83) vs BALCX (1.16). 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 : 10.45 vs. IMDRX (9.32). BALCX return over 5 years is better than : 35.88 vs. IMDRX (18.29).
| 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 | 10.835 | 10.733 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.12B | 23,166% |
| Annual Yield % from dividends | 1.16 | 1.83 | 63% |
| Returns for 1 year | 10.45 | 9.32 | 112% |
| Returns for 3 years | 34.04 | 28.03 | 121% |
| Returns for 5 years | 35.88 | 18.29 | 196% |
| Returns for 10 years | 68.35 | 19.80 | 345% |
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