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BALFX vs IMOAX
BALFX vs IMOAX Comparison
Open Charts BALFX vs IMOAX
American Funds American Balanced F1
Price$38.77
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
BALFX vs IMOAX Comparison Chart in %
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BALFX 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 BALFX is a Hold and IMOAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 263B vs. IMOAX (1.11B). IMOAX (1.78) and BALFX (1.70) have matching dividends . BALFX was incepted earlier than IMOAX: BALFX (25 years) vs IMOAX (24 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 annual gain was more profitable for investors over the last year : 8.95 vs. IMOAX (7.78). BALFX return over 5 years is better than : 38.60 vs. IMOAX (14.39).
| BALFX | IMOAX | BALFX / IMOAX | |
| Total Expense Ratio | 0.61 | 1.08 | 56% |
| Annual Report Gross Expense Ratio | 0.61 | 1.08 | 56% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 14.015 | 11.816 | 119% |
| 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 | 1.70 | 1.78 | 96% |
| Returns for 1 year | 8.95 | 7.78 | 115% |
| Returns for 3 years | 40.90 | 31.45 | 130% |
| Returns for 5 years | 38.60 | 14.39 | 268% |
| Returns for 10 years | 70.89 | 20.82 | 341% |
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