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BALCX vs TAMMX
BALCX vs TAMMX Comparison
Open Charts BALCX vs TAMMX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
Transamerica Multi-Managed Balanced R6
Price$32.63
Change-$0.90 (-2.68%)
VolumeN/A
Net Assets1.36B
BALCX vs TAMMX Comparison Chart
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BALCX vs. TAMMX commentary
Apr 04, 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 Buy and TAMMX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 235B vs. TAMMX (1.36B). TAMMX pays higher dividends than BALCX: TAMMX (1.93) vs BALCX (1.28). BALCX was incepted earlier than TAMMX: BALCX (24 years) vs TAMMX (10 years). BALCX (1.32) is less costly to investors than TAMMX (0.66). BALCX is a more actively managed with annual turnover of: 171.00 vs. TAMMX (33.00). TAMMX has a lower initial minimum investment than BALCX: TAMMX (0) vs BALCX (250). TAMMX annual gain was more profitable for investors over the last year : 1.38 vs. BALCX (0.58). BALCX (41.73) and TAMMX (41.05) have equivalent 5 years return.
| BALCX | TAMMX | BALCX / TAMMX | |
| Total Expense Ratio | 1.32 | 0.66 | 200% |
| Annual Report Gross Expense Ratio | 1.32 | 0.66 | 200% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -2.337 | -1.181 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 1.36B | 17,330% |
| Annual Yield % from dividends | 1.28 | 1.93 | 66% |
| Returns for 1 year | 0.58 | 1.38 | 42% |
| Returns for 3 years | 7.28 | 5.26 | 139% |
| Returns for 5 years | 41.73 | 41.05 | 102% |
| Returns for 10 years | 41.88 | N/A | - |
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