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BALCX vs IMOAX
BALCX vs IMOAX Comparison
Open Charts BALCX vs IMOAX
American Funds American Balanced C
Price$38.45
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Transamerica Asset Allocation Mod A
Price$12.87
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.11B
BALCX vs IMOAX Comparison Chart in %
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BALCX vs. IMOAX commentary
Nov 20, 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 Hold and IMOAX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 263B vs. IMOAX (1.11B). IMOAX pays higher dividends than BALCX: IMOAX (1.78) vs BALCX (1.10). 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 (8.17) and IMOAX (7.78) have marching annual gain over last year. BALCX return over 5 years is better than : 34.58 vs. IMOAX (14.39).
| 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 | 13.334 | 11.816 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.11B | 23,779% |
| Annual Yield % from dividends | 1.10 | 1.78 | 62% |
| Returns for 1 year | 8.17 | 7.78 | 105% |
| Returns for 3 years | 38.17 | 31.45 | 121% |
| Returns for 5 years | 34.58 | 14.39 | 240% |
| Returns for 10 years | 63.59 | 20.82 | 305% |
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