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BALCX vs TCSHX
BALCX vs TCSHX Comparison
Open Charts BALCX vs TCSHX
American Funds American Balanced C
Price$35.00
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Transamerica Multi-Asset Income C
Price$14.75
Change-$0.05 (-0.34%)
VolumeN/A
Net Assets764.44M
BALCX vs TCSHX Comparison Chart
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BALCX vs. TCSHX commentary
Feb 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 Hold and TCSHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 242B vs. TCSHX (764M). TCSHX pays higher dividends than BALCX: TCSHX (3.14) vs BALCX (1.59). BALCX was incepted earlier than TCSHX: BALCX (24 years) vs TCSHX (11 years). BALCX is a more actively managed with annual turnover of: 171.00 vs. TCSHX (37.00). BALCX has a lower initial minimum investment than TCSHX: BALCX (250) vs TCSHX (1000). TCSHX annual gain was more profitable for investors over the last year : 13.96 vs. BALCX (8.38). TCSHX return over 5 years is better than : 38.74 vs. BALCX (26.14).
| BALCX | TCSHX | BALCX / TCSHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 2.790 | 2.353 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 764M | 31,675% |
| Annual Yield % from dividends | 1.59 | 3.14 | 51% |
| Returns for 1 year | 8.38 | 13.96 | 60% |
| Returns for 3 years | 15.69 | 16.23 | 97% |
| Returns for 5 years | 26.14 | 38.74 | 67% |
| Returns for 10 years | 46.66 | 75.72 | 62% |
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