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BALCX vs IMDRX
BALCX vs IMDRX Comparison
Open Charts BALCX vs IMDRX
American Funds American Balanced C
Price$35.50
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets243.93B
Transamerica Asset Allocation Mod R
Price$11.98
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets1.01B
BALCX vs IMDRX Comparison Chart
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BALCX vs. IMDRX commentary
Jun 08, 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: 244B vs. IMDRX (1.01B). IMDRX pays higher dividends than BALCX: IMDRX (1.94) vs BALCX (1.24). BALCX was incepted earlier than IMDRX: BALCX (24 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 : 6.34 vs. IMDRX (5.61). BALCX return over 5 years is better than : 30.67 vs. IMDRX (16.38).
| BALCX | IMDRX | BALCX / IMDRX | |
| Total Expense Ratio | 1.31 | 1.33 | 98% |
| Annual Report Gross Expense Ratio | 1.31 | 1.33 | 98% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 4.397 | 4.538 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.01B | 24,182% |
| Annual Yield % from dividends | 1.24 | 1.94 | 64% |
| Returns for 1 year | 6.34 | 5.61 | 113% |
| Returns for 3 years | 20.09 | 16.07 | 125% |
| Returns for 5 years | 30.67 | 16.38 | 187% |
| Returns for 10 years | 52.83 | 9.76 | 541% |
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