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BALCX vs TASHX
BALCX vs TASHX Comparison
Open Charts BALCX vs TASHX
American Funds American Balanced C
Price$37.25
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Transamerica Multi-Asset Income A
Price$15.50
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets798.39M
BALCX vs TASHX Comparison Chart in %
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BALCX vs. TASHX commentary
Sep 01, 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 TASHX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 255B vs. TASHX (798M). TASHX pays higher dividends than BALCX: TASHX (3.30) vs BALCX (1.16). BALCX was incepted earlier than TASHX: BALCX (24 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 : 12.29 vs. BALCX (6.89). TASHX return over 5 years is better than : 51.63 vs. BALCX (32.72).
| BALCX | TASHX | BALCX / TASHX | |
| Total Expense Ratio | 1.31 | 0.99 | 132% |
| Annual Report Gross Expense Ratio | 1.31 | 0.99 | 132% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 9.686 | 9.431 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 798M | 31,955% |
| Annual Yield % from dividends | 1.16 | 3.30 | 35% |
| Returns for 1 year | 6.89 | 12.29 | 56% |
| Returns for 3 years | 33.62 | 35.19 | 96% |
| Returns for 5 years | 32.72 | 51.63 | 63% |
| Returns for 10 years | 69.03 | 108.66 | 64% |
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