Interact to see
Advertisement
Advertisement
BALCX vs TASHX
BALCX vs TASHX Comparison
Open Charts BALCX vs TASHX
American Funds American Balanced C
Price$38.61
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Transamerica Multi-Asset Income A
Price$15.94
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets832.9M
BALCX vs TASHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALCX vs. TASHX commentary
Oct 09, 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 Hold and TASHX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 266B vs. TASHX (833M). TASHX pays higher dividends than BALCX: TASHX (3.23) vs BALCX (1.12). BALCX was incepted earlier than TASHX: BALCX (25 years) vs TASHX (12 years). BALCX (1.31) is less costly to investors than TASHX (0.99). BALCX (44.00) and TASHX (42.00) have comparable annual turnover. BALCX has a lower initial minimum investment than TASHX: BALCX (250) vs TASHX (1000). TASHX annual gain was more profitable for investors over the last year : 14.22 vs. BALCX (9.16). TASHX return over 5 years is better than : 57.11 vs. BALCX (38.15).
| BALCX | TASHX | BALCX / TASHX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 1.31 | 0.99 | 132% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 13.806 | 12.972 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 833M | 31,933% |
| Annual Yield % from dividends | 1.12 | 3.23 | 35% |
| Returns for 1 year | 9.16 | 14.22 | 64% |
| Returns for 3 years | 48.04 | 47.39 | 101% |
| Returns for 5 years | 38.15 | 57.11 | 67% |
| Returns for 10 years | 68.87 | 111.95 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement