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BALFX vs IMOAX
BALFX vs IMOAX Comparison
Open Charts BALFX vs IMOAX
American Funds American Balanced F1
Price$39.24
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Transamerica Asset Allocation Mod A
Price$13.06
Change+$0.08 (+0.62%)
VolumeN/A
Net Assets1.12B
BALFX vs IMOAX Comparison Chart in %
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BALFX 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 BALFX is a Buy and IMOAX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 266B vs. IMOAX (1.12B). IMOAX (1.80) and BALFX (1.72) 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 : 9.34 vs. IMOAX (7.99). BALFX return over 5 years is better than : 44.32 vs. IMOAX (19.76).
| 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 | 15.397 | 12.771 | 121% |
| 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 | 1.72 | 1.80 | 96% |
| Returns for 1 year | 9.34 | 7.99 | 117% |
| Returns for 3 years | 50.82 | 39.18 | 130% |
| Returns for 5 years | 44.32 | 19.76 | 224% |
| Returns for 10 years | 73.37 | 21.85 | 336% |
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