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BALCX vs IMDRX
BALCX vs IMDRX Comparison
Open Charts BALCX vs IMDRX
American Funds American Balanced C
Price$36.22
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets250.05B
Transamerica Asset Allocation Mod R
Price$12.24
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets1.11B
BALCX vs IMDRX Comparison Chart in %
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BALCX vs. IMDRX commentary
Jun 30, 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: 250B vs. IMDRX (1.11B). 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). IMDRX annual gain was more profitable for investors over the last year : 7.63 vs. BALCX (6.81). BALCX return over 5 years is better than : 38.72 vs. IMDRX (20.86).
| 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 | 6.654 | 6.806 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 1.11B | 22,604% |
| Annual Yield % from dividends | 1.24 | 1.94 | 64% |
| Returns for 1 year | 6.81 | 7.63 | 89% |
| Returns for 3 years | 31.57 | 25.54 | 124% |
| Returns for 5 years | 38.72 | 20.86 | 186% |
| Returns for 10 years | 57.09 | 12.24 | 467% |
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