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BALCX vs TASHX
BALCX vs TASHX Comparison
Open Charts BALCX vs TASHX
American Funds American Balanced C
Price$35.08
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
Transamerica Multi-Asset Income A
Price$14.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets749.13M
BALCX vs TASHX Comparison Chart
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BALCX vs. TASHX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. TASHX (749M). TASHX pays higher dividends than BALCX: TASHX (3.80) vs BALCX (1.59). BALCX was incepted earlier than TASHX: BALCX (24 years) vs TASHX (11 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. TASHX (37.00). 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 : 15.17 vs. BALCX (11.60). TASHX return over 5 years is better than : 41.58 vs. BALCX (27.75).
| BALCX | TASHX | BALCX / TASHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 3.025 | 1.380 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 749M | 32,310% |
| Annual Yield % from dividends | 1.59 | 3.80 | 42% |
| Returns for 1 year | 11.60 | 15.17 | 76% |
| Returns for 3 years | 14.05 | 15.50 | 91% |
| Returns for 5 years | 27.75 | 41.58 | 67% |
| Returns for 10 years | 50.15 | 89.19 | 56% |
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