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BALCX vs IMDRX
BALCX vs IMDRX Comparison
Open Charts BALCX vs IMDRX
American Funds American Balanced C
Price$36.79
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.82B
Transamerica Asset Allocation Mod R
Price$12.39
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets1.11B
BALCX vs IMDRX Comparison Chart in %
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BALCX vs. IMDRX commentary
Jul 31, 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: 254B vs. IMDRX (1.11B). IMDRX pays higher dividends than BALCX: IMDRX (1.88) vs BALCX (1.19). 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). IMDRX (8.55) and BALCX (8.24) have marching annual gain over last year. BALCX return over 5 years is better than : 34.44 vs. IMDRX (17.49).
| 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 | 8.332 | 8.464 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.11B | 22,862% |
| Annual Yield % from dividends | 1.19 | 1.88 | 63% |
| Returns for 1 year | 8.24 | 8.55 | 96% |
| Returns for 3 years | 28.49 | 22.47 | 127% |
| Returns for 5 years | 34.44 | 17.49 | 197% |
| Returns for 10 years | 56.74 | 13.16 | 431% |
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