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BALCX vs TCSHX
BALCX vs TCSHX Comparison
Open Charts BALCX vs TCSHX
American Funds American Balanced C
Price$32.49
Change-$0.70 (-2.11%)
VolumeN/A
Net Assets228.54B
Transamerica Multi-Asset Income C
Price$13.63
Change-$0.19 (-1.37%)
VolumeN/A
Net Assets701.74M
BALCX vs TCSHX Comparison Chart
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BALCX vs. TCSHX commentary
Apr 11, 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 TCSHX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 229B vs. TCSHX (702M). TCSHX pays higher dividends than BALCX: TCSHX (2.62) vs BALCX (1.28). BALCX was incepted earlier than TCSHX: BALCX (24 years) vs TCSHX (11 years). TCSHX (1.71) is less costly to investors than BALCX (1.32). BALCX is a more actively managed with annual turnover of: 171.00 vs. TCSHX (42.00). 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 : 5.80 vs. BALCX (1.59). TCSHX return over 5 years is better than : 53.85 vs. BALCX (32.64).
| BALCX | TCSHX | BALCX / TCSHX | |
| Total Expense Ratio | 1.32 | 1.71 | 77% |
| Annual Report Gross Expense Ratio | 1.32 | 1.71 | 77% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -2.396 | -3.642 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 702M | 32,621% |
| Annual Yield % from dividends | 1.28 | 2.62 | 49% |
| Returns for 1 year | 1.59 | 5.80 | 27% |
| Returns for 3 years | 9.48 | 10.27 | 92% |
| Returns for 5 years | 32.64 | 53.85 | 61% |
| Returns for 10 years | 41.51 | 66.54 | 62% |
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