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BALCX vs IMOAX
BALCX vs IMOAX Comparison
Open Charts BALCX vs IMOAX
American Funds American Balanced C
Price$38.94
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
Transamerica Asset Allocation Mod A
Price$13.06
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets1.12B
BALCX vs IMOAX Comparison Chart in %
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BALCX vs. IMOAX 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 IMOAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. IMOAX (1.12B). IMOAX pays higher dividends than BALCX: IMOAX (1.80) vs BALCX (1.12). BALCX was incepted earlier than IMOAX: BALCX (25 years) vs IMOAX (24 years). BALCX (1.31) is less costly to investors than IMOAX (1.08). BALCX is a more actively managed with annual turnover of: 44.00 vs. IMOAX (17.00). BALCX has a lower initial minimum investment than IMOAX: BALCX (250) vs IMOAX (1000). BALCX annual gain was more profitable for investors over the last year : 8.58 vs. IMOAX (7.99). BALCX return over 5 years is better than : 40.10 vs. IMOAX (19.76).
| BALCX | IMOAX | BALCX / IMOAX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 14.779 | 12.771 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| 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 | 7.99 | 107% |
| Returns for 3 years | 47.88 | 39.18 | 122% |
| Returns for 5 years | 40.10 | 19.76 | 203% |
| Returns for 10 years | 65.94 | 21.85 | 302% |
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