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BALCX vs TAAMX
BALCX vs TAAMX Comparison
Open Charts BALCX vs TAAMX
American Funds American Balanced C
Price$37.64
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Transamerica Asset Allocation Mod R3
Price$12.71
Change+$0.09 (+0.71%)
VolumeN/A
Net Assets1.12B
BALCX vs TAAMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 259B vs. TAAMX (1.12B). TAAMX pays higher dividends than BALCX: TAAMX (2.22) vs BALCX (1.16). BALCX was incepted earlier than TAAMX: BALCX (25 years) vs TAAMX (4 years). BALCX (1.31) is less costly to investors than TAAMX (1.15). BALCX is a more actively managed with annual turnover of: 44.00 vs. TAAMX (17.00). TAAMX has a lower initial minimum investment than BALCX: TAAMX (0) vs BALCX (250). BALCX (9.12) and TAAMX (8.83) have marching annual gain over last year.
| BALCX | TAAMX | BALCX / TAAMX | |
| Total Expense Ratio | 1.31 | 0.95 | 138% |
| Annual Report Gross Expense Ratio | 1.31 | 1.15 | 114% |
| Fund Existence | 25 years | 4 years | - |
| Gain YTD | 10.835 | 11.063 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 1.12B | 23,166% |
| Annual Yield % from dividends | 1.16 | 2.22 | 52% |
| Returns for 1 year | 9.12 | 8.83 | 103% |
| Returns for 3 years | 37.20 | 30.47 | 122% |
| Returns for 5 years | 35.50 | N/A | - |
| Returns for 10 years | 67.85 | N/A | - |
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