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BALCX vs IMOAX
BALCX vs IMOAX Comparison
Open Charts BALCX vs IMOAX
American Funds American Balanced C
Price$36.79
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.82B
Transamerica Asset Allocation Mod A
Price$12.47
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets1.11B
BALCX vs IMOAX Comparison Chart in %
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BALCX vs. IMOAX 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 IMOAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 254B vs. IMOAX (1.11B). IMOAX pays higher dividends than BALCX: IMOAX (1.88) vs BALCX (1.19). BALCX was incepted earlier than IMOAX: BALCX (24 years) vs IMOAX (23 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). IMOAX annual gain was more profitable for investors over the last year : 8.70 vs. BALCX (8.24). BALCX return over 5 years is better than : 34.44 vs. IMOAX (18.54).
| BALCX | IMOAX | BALCX / IMOAX | |
| Total Expense Ratio | 1.31 | 1.08 | 121% |
| Annual Report Gross Expense Ratio | 1.31 | 1.08 | 121% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 8.332 | 8.601 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| 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 | 8.70 | 95% |
| Returns for 3 years | 28.49 | 23.13 | 123% |
| Returns for 5 years | 34.44 | 18.54 | 186% |
| Returns for 10 years | 56.74 | 15.22 | 373% |
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