Interact to see
Advertisement
Advertisement
BALFX vs IMOAX
BALFX vs IMOAX Comparison
Open Charts BALFX vs IMOAX
American Funds American Balanced F1
Price$37.09
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
BALFX vs IMOAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX 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 BALFX is a Buy and IMOAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 254B vs. IMOAX (1.11B). IMOAX (1.88) and BALFX (1.81) have matching dividends . BALFX was incepted earlier than IMOAX: BALFX (24 years) vs IMOAX (23 years). IMOAX (1.08) is less costly to investors than BALFX (0.61). BALFX is a more actively managed with annual turnover of: 44.00 vs. IMOAX (17.00). BALFX has a lower initial minimum investment than IMOAX: BALFX (250) vs IMOAX (1000). BALFX (9.03) and IMOAX (8.70) have marching annual gain over last year. BALFX return over 5 years is better than : 38.50 vs. IMOAX (18.54).
| BALFX | IMOAX | BALFX / IMOAX | |
| Total Expense Ratio | 0.61 | 1.08 | 56% |
| Annual Report Gross Expense Ratio | 0.61 | 1.08 | 56% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 8.779 | 8.601 | 102% |
| 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 | 1.81 | 1.88 | 96% |
| Returns for 1 year | 9.03 | 8.70 | 104% |
| Returns for 3 years | 30.90 | 23.13 | 134% |
| Returns for 5 years | 38.50 | 18.54 | 208% |
| Returns for 10 years | 63.49 | 15.22 | 417% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement